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	–	1965
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%	1621
2019 Q1	–	Sell	-89	Closed	-$2K	–	1540
2018 Q4	$2K	Buy	+89	New	+$1.62K	﹤0.01%	1059

Other funds holding SPTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

TCI Wealth Advisors sold out of SpartanNash (SPTN) in Q2 2023, closing a stake of 259 shares — an estimated $6.42K sold.

TCI Wealth Advisors first reported a position in SPTN in Q4 2018 and held it in 16 quarters. The position peaked at $9.89K in Q4 2022. 195 funds tracked by Wall St. Rank hold SPTN as of Q2 2023.

TCI Wealth Advisors reported no remaining SpartanNash position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 259 SpartanNash shares in Q2 2023, an estimated $6.42K.
TCI Wealth Advisors first reported a position in SpartanNash in Q4 2018 and held it in 16 quarters.
TCI Wealth Advisors's SpartanNash position peaked at $9.89K in Q4 2022.
195 funds tracked by Wall St. Rank held SpartanNash as of Q2 2023.

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