TCI Wealth Advisors’s Rafael Holdings RFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18	Closed	-$1K	–	2482
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	2299
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	2243
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	2103
2020 Q4	$0	Hold	18	–	–	﹤0.01%	1642
2020 Q3	$0	Hold	18	–	–	﹤0.01%	1638
2020 Q2	$0	Hold	18	–	–	﹤0.01%	1635
2020 Q1	$0	Hold	18	–	–	﹤0.01%	1711
2019 Q4	$0	Hold	18	–	–	﹤0.01%	1661
2019 Q3	$0	Hold	18	–	–	﹤0.01%	1607
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1282
2019 Q1	$0	Hold	18	–	–	﹤0.01%	1517
2018 Q4	$0	Hold	18	–	–	﹤0.01%	1610
2018 Q3	$0	Buy	+18	New	+$164	﹤0.01%	1553

Other funds holding RFL

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

TCI Wealth Advisors's RFL Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Rafael Holdings (RFL) in Q4 2021, closing a stake of 18 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in RFL in Q3 2018 and held it in 13 quarters. The position peaked at $1K in Q3 2021. 68 funds tracked by Wall St. Rank hold RFL as of Q4 2021.

TCI Wealth Advisors reported no remaining Rafael Holdings position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 18 Rafael Holdings shares in Q4 2021, an estimated $1K.
TCI Wealth Advisors first reported a position in Rafael Holdings in Q3 2018 and held it in 13 quarters.
TCI Wealth Advisors's Rafael Holdings position peaked at $1K in Q3 2021.
68 funds tracked by Wall St. Rank held Rafael Holdings as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.