TCI Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,370	Closed	-$35.9K	–	1930
2023 Q1	$35.9K	Hold	3,370	–	–	﹤0.01%	514
2022 Q4	$27.7K	Buy	3,370 +10	+0.3%	+$76	﹤0.01%	574
2022 Q3	$19K	Buy	3,360 +1,700	+102%	+$9.68K	﹤0.01%	684
2022 Q2	$7K	Sell	1,660 -240	-13%	-$1.09K	﹤0.01%	1283
2022 Q1	$7K	Hold	1,900	–	–	﹤0.01%	1350
2021 Q4	$8K	Buy	1,900 +610	+47%	+$2.47K	﹤0.01%	1362
2021 Q3	$5K	Hold	1,290	–	–	﹤0.01%	1648
2021 Q2	$5K	Buy	1,290 +760	+143%	+$2.79K	﹤0.01%	1484
2021 Q1	$2K	Buy	+530	New	+$1.8K	﹤0.01%	1887
2018 Q3	–	Sell	-160	Closed	–	–	1566
2018 Q2	$0	Buy	+160	New	+$350	﹤0.01%	1586
2016 Q2	–	Sell	-280	Closed	-$1K	–	1368
2016 Q1	$1K	Buy	+280	New	+$838	﹤0.01%	1153

Other funds holding SMCI

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Super Micro Computer (SMCI) in Q2 2023, closing a stake of 3,370 shares — an estimated $35.9K sold.

TCI Wealth Advisors first reported a position in SMCI in Q1 2016 and held it in 11 quarters. The position peaked at $35.9K in Q1 2023. 460 funds tracked by Wall St. Rank hold SMCI as of Q2 2023.

TCI Wealth Advisors reported no remaining Super Micro Computer position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3,370 Super Micro Computer shares in Q2 2023, an estimated $35.9K.
TCI Wealth Advisors first reported a position in Super Micro Computer in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Super Micro Computer position peaked at $35.9K in Q1 2023.
460 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2023.

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