TCI Wealth Advisors’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-77
| Closed | -$2.03K | – | 2125 |
|
|
2023
Q1 | $2.03K | Sell |
77
-250
| -76% | -$9.11K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $12.7K | Buy |
327
+34
| +12% | +$1.41K | ﹤0.01% | 914 |
|
|
2022
Q3 | $10K | Buy |
293
+3
| +1% | +$128 | ﹤0.01% | 1038 |
|
|
2022
Q2 | $11K | Buy |
290
+3
| +1% | +$126 | ﹤0.01% | 970 |
|
|
2022
Q1 | $12K | Sell |
287
-40
| -12% | -$1.64K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $16K | Buy |
327
+40
| +14% | +$1.93K | ﹤0.01% | 842 |
|
|
2021
Q3 | $14K | Buy |
287
+104
| +57% | +$3.68K | ﹤0.01% | 889 |
|
|
2021
Q2 | $7K | Sell |
183
-17
| -9% | -$618 | ﹤0.01% | 1247 |
|
|
2021
Q1 | $7K | Buy |
200
+124
| +163% | +$3.45K | ﹤0.01% | 1089 |
|
|
2020
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q1 | $1K | Buy |
+76
| New | +$603 | ﹤0.01% | 1361 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$1K | – | 1684 |
|
|
2019
Q3 | $1K | Buy |
+72
| New | +$688 | ﹤0.01% | 1397 |
|
|
2019
Q2 | – | Sell |
-149
| Closed | -$2K | – | 1556 |
|
|
2019
Q1 | $2K | Sell |
149
-1,091
| -88% | -$14.7K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $13K | Buy |
1,240
+120
| +11% | +$2.52K | 0.01% | 573 |
|
|
2018
Q3 | $34K | Hold |
1,120
| – | – | 0.01% | 401 |
|
|
2018
Q2 | $48K | Hold |
1,120
| – | – | 0.02% | 333 |
|
|
2018
Q1 | $48K | Hold |
1,120
| – | – | 0.02% | 340 |
|
|
2017
Q4 | $55K | Hold |
1,120
| – | – | 0.02% | 325 |
|
|
2017
Q3 | $47K | Hold |
1,120
| – | – | 0.02% | 325 |
|
|
2017
Q2 | $41K | Hold |
1,120
| – | – | 0.02% | 346 |
|
|
2017
Q1 | $48K | Hold |
1,120
| – | – | 0.03% | 310 |
|
|
2016
Q4 | $53K | Hold |
1,120
| – | – | 0.03% | 320 |
|
|
2016
Q3 | $45K | Hold |
1,120
| – | – | 0.02% | 312 |
|
|
2016
Q2 | $52K | Hold |
1,120
| – | – | 0.03% | 299 |
|
|
2016
Q1 | $45K | Sell |
1,120
-280
| -20% | -$10.3K | 0.02% | 314 |
|
|
2015
Q4 | $55K | Hold |
1,400
| – | – | 0.03% | 292 |
|
|
2015
Q3 | $68K | Hold |
1,400
| – | – | 0.04% | 238 |
|
|
2015
Q2 | $89K | Hold |
1,400
| – | – | 0.05% | 204 |
|
|
2015
Q1 | $108K | Hold |
1,400
| – | – | 0.07% | 167 |
|
|
2014
Q4 | $108K | Hold |
1,400
| – | – | 0.07% | 170 |
|
|
2014
Q3 | $86K | Hold |
1,400
| – | – | 0.05% | 183 |
|
|
2014
Q2 | $91K | Hold |
1,400
| – | – | 0.05% | 183 |
|
|
2014
Q1 | $99K | Hold |
1,400
| – | – | 0.06% | 170 |
|
|
2013
Q4 | $106K | Hold |
1,400
| – | – | 0.07% | 160 |
|
|
2013
Q3 | $94K | Hold |
1,400
| – | – | 0.07% | 156 |
|
|
2013
Q2 | $76K | Buy |
+1,400
| New | +$72.7K | 0.06% | 178 |
|
Other funds holding UNFI
KP
TCI Wealth Advisors's UNFI Position: Q2 2023 in Review
TCI Wealth Advisors sold out of United Natural Foods (UNFI) in Q2 2023, closing a stake of 77 shares — an estimated $2.03K sold.
TCI Wealth Advisors first reported a position in UNFI in Q2 2013 and held it in 38 quarters. The position peaked at $108K in Q1 2015. 248 funds tracked by Wall St. Rank hold UNFI as of Q2 2023.
- TCI Wealth Advisors reported no remaining United Natural Foods position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 77 United Natural Foods shares in Q2 2023, an estimated $2.03K.
- TCI Wealth Advisors first reported a position in United Natural Foods in Q2 2013 and held it in 38 quarters.
- TCI Wealth Advisors's United Natural Foods position peaked at $108K in Q1 2015.
- 248 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.