TCI Wealth Advisors’s Resources Connection RGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-152	Closed	-$2.59K	–	1783
2023 Q1	$2.59K	Hold	152	–	–	﹤0.01%	1906
2022 Q4	$2.79K	Hold	152	–	–	﹤0.01%	1889
2022 Q3	$3K	Hold	152	–	–	﹤0.01%	1827
2022 Q2	$3K	Hold	152	–	–	﹤0.01%	1875
2022 Q1	$3K	Hold	152	–	–	﹤0.01%	1910
2021 Q4	$3K	Hold	152	–	–	﹤0.01%	2029
2021 Q3	$2K	Hold	152	–	–	﹤0.01%	2170
2021 Q2	$2K	Hold	152	–	–	﹤0.01%	2076
2021 Q1	$2K	Hold	152	–	–	﹤0.01%	1867
2020 Q4	$2K	Sell	152 -82	-35%	-$985	﹤0.01%	1258
2020 Q3	$3K	Buy	234 +82	+54%	+$974	﹤0.01%	996
2020 Q2	$2K	Hold	152	–	–	﹤0.01%	1109
2020 Q1	$2K	Buy	+152	New	+$2.07K	﹤0.01%	1076
2019 Q4	–	Sell	-141	Closed	-$2K	–	1662
2019 Q3	$2K	Buy	+141	New	+$2.37K	﹤0.01%	1121
2018 Q3	–	Sell	-105	Closed	-$2K	–	1554
2018 Q2	$2K	Buy	+105	New	+$1.72K	﹤0.01%	1122
2017 Q3	–	Sell	-42	Closed	-$1K	–	1371
2017 Q2	$1K	Hold	42	–	–	﹤0.01%	1200
2017 Q1	$1K	Hold	42	–	–	﹤0.01%	1154
2016 Q4	$1K	Hold	42	–	–	﹤0.01%	1220
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	1197
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	1133
2016 Q1	$1K	Buy	+42	New	+$611	﹤0.01%	1140

Other funds holding RGP

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Resources Connection (RGP) in Q2 2023, closing a stake of 152 shares — an estimated $2.59K sold.

TCI Wealth Advisors first reported a position in RGP in Q1 2016 and held it in 21 quarters. The position peaked at $3K in Q3 2022. 174 funds tracked by Wall St. Rank hold RGP as of Q2 2023.

TCI Wealth Advisors reported no remaining Resources Connection position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 152 Resources Connection shares in Q2 2023, an estimated $2.59K.
TCI Wealth Advisors first reported a position in Resources Connection in Q1 2016 and held it in 21 quarters.
TCI Wealth Advisors's Resources Connection position peaked at $3K in Q3 2022.
174 funds tracked by Wall St. Rank held Resources Connection as of Q2 2023.

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