TCI Wealth Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-315	Closed	-$11.5K	–	1830
2023 Q1	$11.5K	Hold	315	–	–	﹤0.01%	996
2022 Q4	$11K	Hold	315	–	–	﹤0.01%	1019
2022 Q3	$9K	Buy	315 +6	+2%	+$193	﹤0.01%	1099
2022 Q2	$10K	Buy	309 +130	+73%	+$4.34K	﹤0.01%	1031
2022 Q1	$6K	Hold	179	–	–	﹤0.01%	1455
2021 Q4	$7K	Buy	+179	New	+$6.25K	﹤0.01%	1451
2021 Q3	–	Sell	-122	Closed	-$4K	–	2541
2021 Q2	$4K	Buy	122 +35	+40%	+$1.12K	﹤0.01%	1623
2021 Q1	$3K	Buy	+87	New	+$2.6K	﹤0.01%	1577

Other funds holding RUSHA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of Rush Enterprises Class A (RUSHA) in Q2 2023, closing a stake of 315 shares — an estimated $11.5K sold.

TCI Wealth Advisors first reported a position in RUSHA in Q1 2021 and held it in 8 quarters. The position peaked at $11.5K in Q1 2023. 233 funds tracked by Wall St. Rank hold RUSHA as of Q2 2023.

TCI Wealth Advisors reported no remaining Rush Enterprises Class A position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 315 Rush Enterprises Class A shares in Q2 2023, an estimated $11.5K.
TCI Wealth Advisors first reported a position in Rush Enterprises Class A in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Rush Enterprises Class A position peaked at $11.5K in Q1 2023.
233 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q2 2023.

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