TCI Wealth Advisors’s Scansource SCSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-98	Closed	-$3K	–	2542
2022 Q2	$3K	Buy	+98	New	+$3.44K	﹤0.01%	1887
2021 Q4	–	Sell	-97	Closed	-$3K	–	2490
2021 Q3	$3K	Buy	+97	New	+$2.98K	﹤0.01%	2003
2021 Q2	–	Sell	-58	Closed	-$2K	–	2441
2021 Q1	$2K	Buy	+58	New	+$1.68K	﹤0.01%	1880
2020 Q3	–	Sell	-66	Closed	-$2K	–	1650
2020 Q2	$2K	Buy	+66	New	+$1.56K	﹤0.01%	1121
2017 Q4	–	Sell	-22	Closed	-$1K	–	1415
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	1193
2017 Q2	$1K	Hold	22	–	–	﹤0.01%	1210
2017 Q1	$1K	Hold	22	–	–	﹤0.01%	1162
2016 Q4	$1K	Hold	22	–	–	﹤0.01%	1230
2016 Q3	$1K	Hold	22	–	–	﹤0.01%	1208
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	1144
2016 Q1	$1K	Buy	+22	New	+$767	﹤0.01%	1150

Other funds holding SCSC

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

TCI Wealth Advisors's SCSC Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Scansource (SCSC) in Q3 2022, closing a stake of 98 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SCSC in Q1 2016 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 153 funds tracked by Wall St. Rank hold SCSC as of Q3 2022.

TCI Wealth Advisors reported no remaining Scansource position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 98 Scansource shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Scansource in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Scansource position peaked at $3K in Q2 2022.
153 funds tracked by Wall St. Rank held Scansource as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.