TCI Wealth Advisors’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-540	Closed	-$4.55K	–	1876
2023 Q1	$4.55K	Hold	540	–	–	﹤0.01%	1595
2022 Q4	$3.82K	Buy	+540	New	+$3.99K	﹤0.01%	1704
2022 Q1	–	Sell	-430	Closed	-$5K	–	2428
2021 Q4	$5K	Buy	+430	New	+$5.18K	﹤0.01%	1716
2021 Q3	–	Sell	-333	Closed	-$5K	–	2549
2021 Q2	$5K	Buy	333 +116	+53%	+$1.67K	﹤0.01%	1481
2021 Q1	$3K	Buy	+217	New	+$3.07K	﹤0.01%	1581
2018 Q4	–	Sell	-30	Closed	-$1K	–	1625
2018 Q3	$1K	Buy	+30	New	+$440	﹤0.01%	1314

Other funds holding SCS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Steelcase (SCS) in Q2 2023, closing a stake of 540 shares — an estimated $4.55K sold.

TCI Wealth Advisors first reported a position in SCS in Q3 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

TCI Wealth Advisors reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 540 Steelcase shares in Q2 2023, an estimated $4.55K.
TCI Wealth Advisors first reported a position in Steelcase in Q3 2018 and held it in 6 quarters.
TCI Wealth Advisors's Steelcase position peaked at $5K in Q4 2021.
186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

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