TWA
SFL icon

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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return