TCI Wealth Advisors’s Primo Water Corporation PRMW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-385	Closed	-$5K	–	2645
2022 Q2	$5K	Buy	+385	New	+$5.42K	﹤0.01%	1559
2022 Q1	–	Sell	-445	Closed	-$8K	–	2510
2021 Q4	$8K	Hold	445	–	–	﹤0.01%	1384
2021 Q3	$7K	Buy	445 +261	+142%	+$4.39K	﹤0.01%	1398
2021 Q2	$3K	Buy	184 +39	+27%	+$659	﹤0.01%	1890
2021 Q1	$2K	Buy	+145	New	+$2.33K	﹤0.01%	1944

Other funds holding PRMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TCI Wealth Advisors's PRMW Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Primo Water Corporation (PRMW) in Q3 2022, closing a stake of 385 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in PRMW in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 216 funds tracked by Wall St. Rank hold PRMW as of Q3 2022.

TCI Wealth Advisors reported no remaining Primo Water Corporation position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 385 Primo Water Corporation shares in Q3 2022, an estimated $5K.
TCI Wealth Advisors first reported a position in Primo Water Corporation in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's Primo Water Corporation position peaked at $8K in Q4 2021.
216 funds tracked by Wall St. Rank held Primo Water Corporation as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.