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TCI Wealth Advisors’s Timken Company TKR Stock Holding History

TCI Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-179
Closed -$14.6K – 2045
2023
Q1 		$14.6K Hold
179
– – ﹤0.01% 864
2022
Q4 		$12.7K Buy
179
+1
+0.6% +$70 ﹤0.01% 915
2022
Q3 		$11K Sell
178
-92
-34% -$5.71K ﹤0.01% 975
2022
Q2 		$14K Buy
270
+97
+56% +$5.66K ﹤0.01% 823
2022
Q1 		$11K Sell
173
-188
-52% -$12.5K ﹤0.01% 1064
2021
Q4 		$25K Buy
361
+182
+102% +$12.8K ﹤0.01% 617
2021
Q3 		$12K Sell
179
-141
-44% -$10.5K ﹤0.01% 997
2021
Q2 		$26K Hold
320
– – ﹤0.01% 549
2021
Q1 		$26K Buy
320
+147
+85% +$11.7K 0.01% 513
2020
Q4 		$13K Hold
173
– – 0.01% 589
2020
Q3 		$9K Hold
173
– – ﹤0.01% 610
2020
Q2 		$8K Hold
173
– – ﹤0.01% 637
2020
Q1 		$6K Buy
+173
New +$8.18K ﹤0.01% 689
2016
Q1 		– Sell
-60
Closed -$2K – 1407
2015
Q4 		$2K Buy
60
+2
+3% +$60 ﹤0.01% 890
2015
Q3 		$2K Sell
58
-1
-2% -$32 ﹤0.01% 819
2015
Q2 		$2K Sell
59
-3
-5% -$120 ﹤0.01% 826
2015
Q1 		$3K Buy
62
+35
+130% +$1.45K ﹤0.01% 685
2014
Q4 		$1K Hold
27
– – ﹤0.01% 834
2014
Q3 		$1K Sell
27
-11
-29% -$506 ﹤0.01% 836
2014
Q2 		$2K Hold
38
– – ﹤0.01% 778
2014
Q1 		$2K Sell
38
-11
-22% -$452 ﹤0.01% 741
2013
Q4 		$2K Hold
49
– – ﹤0.01% 728
2013
Q3 		$2K Hold
49
– – ﹤0.01% 652
2013
Q2 		$2K Buy
+49
New +$1.94K ﹤0.01% 613

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Timken Company (TKR) in Q2 2023, closing a stake of 179 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in TKR in Q2 2013 and held it in 24 quarters. The position peaked at $26K in Q2 2021. 415 funds tracked by Wall St. Rank hold TKR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Timken Company position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 179 Timken Company shares in Q2 2023, an estimated $14.6K.
  • TCI Wealth Advisors first reported a position in Timken Company in Q2 2013 and held it in 24 quarters.
  • TCI Wealth Advisors's Timken Company position peaked at $26K in Q2 2021.
  • 415 funds tracked by Wall St. Rank held Timken Company as of Q2 2023.

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