TCI Wealth Advisors’s Rollins ROL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-56	Closed	-$2.1K	–	1815
2023 Q1	$2.1K	Sell	56 -4	-7%	-$144	﹤0.01%	1956
2022 Q4	$2.19K	Buy	60 +9	+18%	+$350	﹤0.01%	1955
2022 Q3	$2K	Buy	51 +47	+1,175%	+$1.7K	﹤0.01%	1982
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2480
2022 Q1	$0	Hold	4	–	–	﹤0.01%	2420
2021 Q4	$0	Hold	4	–	–	﹤0.01%	2489
2021 Q3	$0	Sell	4 -15	-79%	-$561	﹤0.01%	2540
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	2245
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	2105
2020 Q4	$1K	Sell	19 -1	-5%	-$39	﹤0.01%	1444
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	1415
2020 Q2	$1K	Buy	20 +15	+300%	+$402	﹤0.01%	1337
2020 Q1	$0	Sell	5 -162	-97%	-$4K	﹤0.01%	1717
2019 Q4	$4K	Buy	+167	New	+$3.96K	﹤0.01%	943
2019 Q3	–	Sell	-137	Closed	-$3K	–	1612
2019 Q2	$3K	Hold	137	–	–	﹤0.01%	927
2019 Q1	$4K	Hold	137	–	–	﹤0.01%	865
2018 Q4	$3K	Buy	+137	New	+$3.54K	﹤0.01%	913

Other funds holding ROL

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Rollins (ROL) in Q2 2023, closing a stake of 56 shares — an estimated $2.1K sold.

TCI Wealth Advisors first reported a position in ROL in Q4 2018 and held it in 17 quarters. The position peaked at $4K in Q4 2019. 572 funds tracked by Wall St. Rank hold ROL as of Q2 2023.

TCI Wealth Advisors reported no remaining Rollins position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 56 Rollins shares in Q2 2023, an estimated $2.1K.
TCI Wealth Advisors first reported a position in Rollins in Q4 2018 and held it in 17 quarters.
TCI Wealth Advisors's Rollins position peaked at $4K in Q4 2019.
572 funds tracked by Wall St. Rank held Rollins as of Q2 2023.

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