TWA
SHYF

TCI Wealth Advisors’s The Shyft Group SHYF Stock Holding History

TCI Wealth Advisors’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-640
Closed -$14.6K – 1905
2023
Q1 		$14.6K Hold
640
– – ﹤0.01% 872
2022
Q4 		$15.9K Buy
640
+170
+36% +$3.96K ﹤0.01% 802
2022
Q3 		$10K Sell
470
-378
-45% -$8.82K ﹤0.01% 1034
2022
Q2 		$16K Buy
848
+171
+25% +$4.19K ﹤0.01% 745
2022
Q1 		$24K Buy
677
+22
+3% +$935 ﹤0.01% 620
2021
Q4 		$32K Buy
655
+59
+10% +$2.7K ﹤0.01% 523
2021
Q3 		$23K Buy
596
+126
+27% +$5.11K ﹤0.01% 635
2021
Q2 		$18K Sell
470
-57
-11% -$2.15K ﹤0.01% 654
2021
Q1 		$20K Buy
527
+57
+12% +$1.91K 0.01% 578
2020
Q4 		$13K Hold
470
– – 0.01% 588
2020
Q3 		$9K Hold
470
– – ﹤0.01% 608
2020
Q2 		$8K Sell
470
-242
-34% -$3.66K ﹤0.01% 636
2020
Q1 		$9K Sell
712
-148
-17% -$2.34K ﹤0.01% 600
2019
Q4 		$16K Hold
860
– – 0.01% 608
2019
Q3 		$12K Hold
860
– – 0.01% 600
2019
Q2 		$9K Hold
860
– – ﹤0.01% 653
2019
Q1 		$8K Hold
860
– – ﹤0.01% 682
2018
Q4 		$6K Sell
860
-340
-28% -$3.16K ﹤0.01% 740
2018
Q3 		$18K Hold
1,200
– – 0.01% 527
2018
Q2 		$18K Hold
1,200
– – 0.01% 509
2018
Q1 		$21K Hold
1,200
– – 0.01% 479
2017
Q4 		$19K Hold
1,200
– – 0.01% 509
2017
Q3 		$13K Hold
1,200
– – 0.01% 551
2017
Q2 		$11K Hold
1,200
– – 0.01% 573
2017
Q1 		$10K Hold
1,200
– – 0.01% 582
2016
Q4 		$11K Hold
1,200
– – 0.01% 610
2016
Q3 		$11K Hold
1,200
– – 0.01% 560
2016
Q2 		$8K Hold
1,200
– – ﹤0.01% 625
2016
Q1 		$5K Buy
+1,200
New +$3.96K ﹤0.01% 727

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of The Shyft Group (SHYF) in Q2 2023, closing a stake of 640 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in SHYF in Q1 2016 and held it in 29 quarters. The position peaked at $32K in Q4 2021. 177 funds tracked by Wall St. Rank hold SHYF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining The Shyft Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 640 The Shyft Group shares in Q2 2023, an estimated $14.6K.
  • TCI Wealth Advisors first reported a position in The Shyft Group in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's The Shyft Group position peaked at $32K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2023.

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