TCI Wealth Advisors’s Schneider National SNDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-247	Closed	-$6.61K	–	1938
2023 Q1	$6.61K	Hold	247	–	–	﹤0.01%	1337
2022 Q4	$5.78K	Sell	247 -167	-40%	-$3.91K	﹤0.01%	1425
2022 Q3	$8K	Buy	414 +333	+411%	+$7.73K	﹤0.01%	1187
2022 Q2	$2K	Sell	81 -269	-77%	-$6.21K	﹤0.01%	2046
2022 Q1	$9K	Buy	350 +269	+332%	+$7K	﹤0.01%	1191
2021 Q4	$2K	Hold	81	–	–	﹤0.01%	2121
2021 Q3	$2K	Hold	81	–	–	﹤0.01%	2177
2021 Q2	$2K	Hold	81	–	–	﹤0.01%	2085
2021 Q1	$2K	Buy	+81	New	+$1.89K	﹤0.01%	1888

Other funds holding SNDR

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Schneider National (SNDR) in Q2 2023, closing a stake of 247 shares — an estimated $6.61K sold.

TCI Wealth Advisors first reported a position in SNDR in Q1 2021 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2023.

TCI Wealth Advisors reported no remaining Schneider National position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 247 Schneider National shares in Q2 2023, an estimated $6.61K.
TCI Wealth Advisors first reported a position in Schneider National in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Schneider National position peaked at $9K in Q1 2022.
232 funds tracked by Wall St. Rank held Schneider National as of Q2 2023.

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