TWA
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TCI Wealth Advisors’s Tejon Ranch TRC Stock Holding History

TCI Wealth Advisors’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-412
Closed -$7.53K – 2067
2023
Q1 		$7.53K Hold
412
– – ﹤0.01% 1251
2022
Q4 		$7.76K Hold
412
– – ﹤0.01% 1242
2022
Q3 		$6K Hold
412
– – ﹤0.01% 1382
2022
Q2 		$6K Hold
412
– – ﹤0.01% 1408
2022
Q1 		$8K Hold
412
– – ﹤0.01% 1274
2021
Q4 		$8K Hold
412
– – ﹤0.01% 1372
2021
Q3 		$7K Hold
412
– – ﹤0.01% 1390
2021
Q2 		$6K Hold
412
– – ﹤0.01% 1369
2021
Q1 		$7K Buy
+412
New +$6.79K ﹤0.01% 1085

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return