TCI Wealth Advisors’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,159	Closed	-$49.4K	–	2636
2022 Q4	$49.4K	Hold	2,159	–	–	0.01%	414
2022 Q3	$48K	Hold	2,159	–	–	0.01%	380
2022 Q2	$50K	Hold	2,159	–	–	0.01%	368
2022 Q1	$63K	Buy	+2,159	New	+$62.1K	0.01%	346

Other funds holding TMFG

Caprock Group Boise, Idaho $4.12B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

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

TCI Wealth Advisors's TMFG Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2023, closing a stake of 2,159 shares — an estimated $49.4K sold.

TCI Wealth Advisors first reported a position in TMFG in Q1 2022 and held it in 4 quarters. The position peaked at $63K in Q1 2022. 43 funds tracked by Wall St. Rank hold TMFG as of Q1 2023.

TCI Wealth Advisors reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,159 Motley Fool Global Opportunities ETF shares in Q1 2023, an estimated $49.4K.
TCI Wealth Advisors first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 4 quarters.
TCI Wealth Advisors's Motley Fool Global Opportunities ETF position peaked at $63K in Q1 2022.
43 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.