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TCI Wealth Advisors’s OneWater Marine ONEW Stock Holding History

TCI Wealth Advisors’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-118
Closed -$3.38K – 2602
2022
Q4 		$3.38K Hold
118
– – ﹤0.01% 1791
2022
Q3 		$4K Hold
118
– – ﹤0.01% 1652
2022
Q2 		$4K Buy
+118
New +$3.94K ﹤0.01% 1669

Other funds holding ONEW

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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TCI Wealth Advisors's ONEW Position: Q1 2023 in Review

TCI Wealth Advisors sold out of OneWater Marine (ONEW) in Q1 2023, closing a stake of 118 shares — an estimated $3.38K sold.

TCI Wealth Advisors first reported a position in ONEW in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 80 funds tracked by Wall St. Rank hold ONEW as of Q1 2023.

  • TCI Wealth Advisors reported no remaining OneWater Marine position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 118 OneWater Marine shares in Q1 2023, an estimated $3.38K.
  • TCI Wealth Advisors first reported a position in OneWater Marine in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's OneWater Marine position peaked at $4K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.