TCI Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15	Closed	-$532	–	2051
2023 Q1	$532	Hold	15	–	–	﹤0.01%	2207
2022 Q4	$457	Hold	15	–	–	﹤0.01%	2223
2022 Q3	$0	Hold	15	–	–	﹤0.01%	2582
2022 Q2	$0	Hold	15	–	–	﹤0.01%	2511
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	2152
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	2240
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	2312
2021 Q2	$1K	Sell	15 -5	-25%	-$189	﹤0.01%	2257
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	2114
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	1458
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	1436
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	1365
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1763
2019 Q4	$0	Hold	20	–	–	﹤0.01%	1679
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1624
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1550
2019 Q1	$0	Buy	+20	New	+$407	﹤0.01%	1552

Other funds holding TMFC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

RFN

Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2023, closing a stake of 15 shares — an estimated $532 sold.

TCI Wealth Advisors first reported a position in TMFC in Q1 2019 and held it in 17 quarters. The position peaked at $1K in Q1 2022. 69 funds tracked by Wall St. Rank hold TMFC as of Q2 2023.

TCI Wealth Advisors reported no remaining Motley Fool 100 Index ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 15 Motley Fool 100 Index ETF shares in Q2 2023, an estimated $532.
TCI Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2019 and held it in 17 quarters.
TCI Wealth Advisors's Motley Fool 100 Index ETF position peaked at $1K in Q1 2022.
69 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2023.

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