TCI Wealth Advisors’s Sun Communities SUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16	Closed	-$2.25K	–	1997
2023 Q1	$2.25K	Hold	16	–	–	﹤0.01%	1939
2022 Q4	$2.29K	Hold	16	–	–	﹤0.01%	1942
2022 Q3	$2K	Hold	16	–	–	﹤0.01%	1994
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	1901
2022 Q1	$3K	Buy	16 +11	+220%	+$2.04K	﹤0.01%	1919
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	2237
2021 Q3	$1K	Buy	5 +1	+25%	+$193	﹤0.01%	2309
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	2255
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	2113
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1455
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1431
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	1358
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1750
2019 Q4	$1K	Sell	4 -26	-87%	-$4.05K	﹤0.01%	1438
2019 Q3	$4K	Buy	+30	New	+$4.24K	﹤0.01%	891
2019 Q2	–	Hold	0	–	–	–	840
2019 Q1	–	Hold	0	–	–	–	1305
2018 Q4	–	Hold	0	–	–	–	1307
2018 Q3	–	Hold	0	–	–	–	1326
2018 Q2	–	Sell	-6	Closed	-$564	–	1379
2018 Q1	$1K	Buy	+6	New	+$530	﹤0.01%	1223
2017 Q4	–	Hold	0	–	–	–	1062

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

TCI Wealth Advisors sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 16 shares — an estimated $2.25K sold.

TCI Wealth Advisors first reported a position in SUI in Q1 2018 and held it in 16 quarters. The position peaked at $4K in Q3 2019. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

TCI Wealth Advisors reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 16 Sun Communities shares in Q2 2023, an estimated $2.25K.
TCI Wealth Advisors first reported a position in Sun Communities in Q1 2018 and held it in 16 quarters.
TCI Wealth Advisors's Sun Communities position peaked at $4K in Q3 2019.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

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