TCI Wealth Advisors’s SpartanNash SPTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-259	Closed	-$6.42K	–	1967
2023 Q1	$6.42K	Sell	259 -68	-21%	-$1.96K	﹤0.01%	1359
2022 Q4	$9.89K	Hold	327	–	–	﹤0.01%	1075
2022 Q3	$9K	Buy	327 +68	+26%	+$2.11K	﹤0.01%	1105
2022 Q2	$8K	Hold	259	–	–	﹤0.01%	1181
2022 Q1	$9K	Hold	259	–	–	﹤0.01%	1192
2021 Q4	$7K	Buy	259 +13	+5%	+$314	﹤0.01%	1459
2021 Q3	$5K	Sell	246 -3	-1%	-$60	﹤0.01%	1650
2021 Q2	$5K	Buy	249 +34	+16%	+$678	﹤0.01%	1487
2021 Q1	$4K	Buy	215 +87	+68%	+$1.65K	﹤0.01%	1419
2020 Q4	$2K	Hold	128	–	–	﹤0.01%	1273
2020 Q3	$2K	Hold	128	–	–	﹤0.01%	1180
2020 Q2	$3K	Hold	128	–	–	﹤0.01%	962
2020 Q1	$2K	Sell	128 -414	-76%	-$5.33K	﹤0.01%	1091
2019 Q4	$8K	Buy	542 +500	+1,190%	+$6.6K	﹤0.01%	760
2019 Q3	$0	Buy	+42	New	+$473	﹤0.01%	1624
2019 Q1	–	Sell	-89	Closed	-$2K	–	1542
2018 Q4	$2K	Buy	+89	New	+$1.62K	﹤0.01%	1059

Other funds holding SPTN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return