TWA
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TCI Wealth Advisors’s RBC Bearings RBC Stock Holding History

TCI Wealth Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-43
Closed -$10K – 1755
2023
Q1 		$10K Hold
43
– – ﹤0.01% 1089
2022
Q4 		$9K Buy
43
+19
+79% +$4.34K ﹤0.01% 1142
2022
Q3 		$5K Hold
24
– – ﹤0.01% 1507
2022
Q2 		$4K Sell
24
-36
-60% -$6.39K ﹤0.01% 1679
2022
Q1 		$12K Buy
60
+16
+36% +$3.05K ﹤0.01% 994
2021
Q4 		$9K Hold
44
– – ﹤0.01% 1274
2021
Q3 		$9K Buy
44
+8
+22% +$1.74K ﹤0.01% 1193
2021
Q2 		$7K Buy
36
+22
+157% +$4.35K ﹤0.01% 1230
2021
Q1 		$3K Buy
+14
New +$2.63K ﹤0.01% 1572

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

TCI Wealth Advisors sold out of RBC Bearings (RBC) in Q2 2023, closing a stake of 43 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in RBC in Q1 2021 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 329 funds tracked by Wall St. Rank hold RBC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining RBC Bearings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 43 RBC Bearings shares in Q2 2023, an estimated $10K.
  • TCI Wealth Advisors first reported a position in RBC Bearings in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's RBC Bearings position peaked at $12K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2023.

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