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TCI Wealth Advisors’s Park National Corp PRK Stock Holding History

TCI Wealth Advisors’s Portfolio PRK Stock Details PRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$4.74K – 1708
2023
Q1 		$4.74K Hold
40
– – ﹤0.01% 1572
2022
Q4 		$5.63K Hold
40
– – ﹤0.01% 1441
2022
Q3 		$5K Buy
40
+1
+3% +$129 ﹤0.01% 1506
2022
Q2 		$5K Hold
39
– – ﹤0.01% 1522
2022
Q1 		$5K Hold
39
– – ﹤0.01% 1580
2021
Q4 		$5K Hold
39
– – ﹤0.01% 1700
2021
Q3 		$5K Buy
+39
New +$4.54K ﹤0.01% 1629
2021
Q2 		– Sell
-21
Closed -$3K – 2423
2021
Q1 		$3K Buy
+21
New +$2.55K ﹤0.01% 1566
2020
Q4 		– Sell
-33
Closed -$3K – 1636
2020
Q3 		$3K Buy
+33
New +$2.69K ﹤0.01% 993

Other funds holding PRK

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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Park National Corp (PRK) in Q2 2023, closing a stake of 40 shares — an estimated $4.74K sold.

TCI Wealth Advisors first reported a position in PRK in Q3 2020 and held it in 9 quarters. The position peaked at $5.63K in Q4 2022. 162 funds tracked by Wall St. Rank hold PRK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Park National Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 40 Park National Corp shares in Q2 2023, an estimated $4.74K.
  • TCI Wealth Advisors first reported a position in Park National Corp in Q3 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's Park National Corp position peaked at $5.63K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Park National Corp as of Q2 2023.

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