TCI Wealth Advisors’s SFL Corp SFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,222	Closed	-$11.6K	–	1889
2023 Q1	$11.6K	Sell	1,222 -271	-18%	-$2.68K	﹤0.01%	990
2022 Q4	$13.8K	Hold	1,493	–	–	﹤0.01%	871
2022 Q3	$14K	Hold	1,493	–	–	﹤0.01%	846
2022 Q2	$14K	Hold	1,493	–	–	﹤0.01%	818
2022 Q1	$15K	Hold	1,493	–	–	﹤0.01%	847
2021 Q4	$12K	Buy	1,493 +554	+59%	+$4.61K	﹤0.01%	1048
2021 Q3	$8K	Buy	939 +202	+27%	+$1.53K	﹤0.01%	1287
2021 Q2	$6K	Hold	737	–	–	﹤0.01%	1359
2021 Q1	$6K	Buy	+737	New	+$5.46K	﹤0.01%	1173
2018 Q1	–	Sell	-2,000	Closed	-$31K	–	1424
2017 Q4	$31K	Buy	+2,000	New	+$30K	0.01%	414
2016 Q1	–	Sell	-147	Closed	-$2K	–	1401
2015 Q4	$2K	Buy	+147	New	+$2.46K	﹤0.01%	884

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of SFL Corp (SFL) in Q2 2023, closing a stake of 1,222 shares — an estimated $11.6K sold.

TCI Wealth Advisors first reported a position in SFL in Q4 2015 and held it in 11 quarters. The position peaked at $31K in Q4 2017. 151 funds tracked by Wall St. Rank hold SFL as of Q2 2023.

TCI Wealth Advisors reported no remaining SFL Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,222 SFL Corp shares in Q2 2023, an estimated $11.6K.
TCI Wealth Advisors first reported a position in SFL Corp in Q4 2015 and held it in 11 quarters.
TCI Wealth Advisors's SFL Corp position peaked at $31K in Q4 2017.
151 funds tracked by Wall St. Rank held SFL Corp as of Q2 2023.

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