TCI Wealth Advisors’s Orthofix Medical OFIX Stock Holding History

TCI Wealth Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-423	Closed	-$7.09K	–	1561
2023 Q1	$7.09K	Buy	423 +193	+84%	+$3.78K	﹤0.01%	1295
2022 Q4	$4.72K	Sell	230 -2	-0.9%	-$35	﹤0.01%	1564
2022 Q3	$4K	Buy	232 +53	+30%	+$1.19K	﹤0.01%	1646
2022 Q2	$4K	Buy	179 +44	+33%	+$1.26K	﹤0.01%	1666
2022 Q1	$4K	Buy	+135	New	+$4.34K	﹤0.01%	1750
2021 Q4	–	Sell	-101	Closed	-$4K	–	2454
2021 Q3	$4K	Buy	+101	New	+$4.02K	﹤0.01%	1789
2021 Q2	–	Sell	-20	Closed	-$1K	–	2407
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	2093
2020 Q4	$1K	Buy	+20	New	+$731	﹤0.01%	1421
2019 Q3	–	Sell	-14	Closed	-$1K	–	1589
2019 Q2	$1K	Buy	+14	New	+$745	﹤0.01%	1262
2018 Q3	–	Sell	-14	Closed	-$1K	–	1538
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	1342
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	1189
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	1238
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	1169
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	1185
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	1138
2016 Q4	$1K	Hold	14	–	–	﹤0.01%	1208
2016 Q3	$1K	Hold	14	–	–	﹤0.01%	1179
2016 Q2	$1K	Hold	14	–	–	﹤0.01%	1115
2016 Q1	$1K	Buy	+14	New	+$549	﹤0.01%	1123

Other funds holding OFIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's OFIX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Orthofix Medical (OFIX) in Q2 2023, closing a stake of 423 shares — an estimated $7.09K sold.

TCI Wealth Advisors first reported a position in OFIX in Q1 2016 and held it in 19 quarters. The position peaked at $7.09K in Q1 2023. 149 funds tracked by Wall St. Rank hold OFIX as of Q2 2023.

TCI Wealth Advisors reported no remaining Orthofix Medical position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 423 Orthofix Medical shares in Q2 2023, an estimated $7.09K.
TCI Wealth Advisors first reported a position in Orthofix Medical in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's Orthofix Medical position peaked at $7.09K in Q1 2023.
149 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.