TCI Wealth Advisors’s TrueCar TRUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-878	Closed	-$2K	–	2587
2022 Q2	$2K	Buy	+878	New	+$2.91K	﹤0.01%	2056
2021 Q4	–	Sell	-844	Closed	-$4K	–	2523
2021 Q3	$4K	Buy	844 +689	+445%	+$3.2K	﹤0.01%	1824
2021 Q2	$1K	Buy	+155	New	+$780	﹤0.01%	2261
2016 Q4	–	Sell	-4,000	Closed	-$38K	–	1452
2016 Q3	$38K	Hold	4,000	–	–	0.02%	332
2016 Q2	$31K	Hold	4,000	–	–	0.02%	353
2016 Q1	$22K	Hold	4,000	–	–	0.01%	428
2015 Q4	$38K	Sell	4,000 -17,000	-81%	-$125K	0.02%	336
2015 Q3	$109K	Buy	21,000 +19,000	+950%	+$135K	0.07%	184
2015 Q2	$24K	Hold	2,000	–	–	0.01%	371
2015 Q1	$36K	Hold	2,000	–	–	0.02%	271
2014 Q4	$46K	Buy	+2,000	New	+$39.2K	0.03%	255
2014 Q3	–	Sell	-1,100	Closed	-$16K	–	917
2014 Q2	$16K	Buy	+1,100	New	+$13.4K	0.01%	383

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's TRUE Position: Q3 2022 in Review

TCI Wealth Advisors sold out of TrueCar (TRUE) in Q3 2022, closing a stake of 878 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in TRUE in Q2 2014 and held it in 12 quarters. The position peaked at $109K in Q3 2015. 115 funds tracked by Wall St. Rank hold TRUE as of Q3 2022.

TCI Wealth Advisors reported no remaining TrueCar position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 878 TrueCar shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in TrueCar in Q2 2014 and held it in 12 quarters.
TCI Wealth Advisors's TrueCar position peaked at $109K in Q3 2015.
115 funds tracked by Wall St. Rank held TrueCar as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.