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TCI Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

TCI Wealth Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-616
Closed -$9.6K – 1856
2023
Q1 		$9.6K Hold
616
– – ﹤0.01% 1113
2022
Q4 		$7.71K Sell
616
-556
-47% -$6.83K ﹤0.01% 1246
2022
Q3 		$15K Buy
1,172
+599
+105% +$8.32K ﹤0.01% 807
2022
Q2 		$7K Sell
573
-208
-27% -$3.02K ﹤0.01% 1281
2022
Q1 		$12K Buy
781
+372
+91% +$6.44K ﹤0.01% 997
2021
Q4 		$8K Buy
+409
New +$7.46K ﹤0.01% 1361
2021
Q2 		– Sell
-91
Closed -$2K – 2440
2021
Q1 		$2K Buy
+91
New +$1.52K ﹤0.01% 1877
2020
Q4 		– Sell
-189
Closed -$2K – 1652
2020
Q3 		$2K Buy
+189
New +$2.27K ﹤0.01% 1169

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q2 2023, closing a stake of 616 shares — an estimated $9.6K sold.

TCI Wealth Advisors first reported a position in SBH in Q3 2020 and held it in 8 quarters. The position peaked at $15K in Q3 2022. 196 funds tracked by Wall St. Rank hold SBH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 616 Sally Beauty Holdings shares in Q2 2023, an estimated $9.6K.
  • TCI Wealth Advisors first reported a position in Sally Beauty Holdings in Q3 2020 and held it in 8 quarters.
  • TCI Wealth Advisors's Sally Beauty Holdings position peaked at $15K in Q3 2022.
  • 196 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2023.

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