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TCI Wealth Advisors’s US Foods USFD Stock Holding History

TCI Wealth Advisors’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-689
Closed -$25.5K – 2131
2023
Q1 		$25.5K Buy
689
+148
+27% +$5.49K ﹤0.01% 621
2022
Q4 		$18.4K Sell
541
-346
-39% -$11.1K ﹤0.01% 737
2022
Q3 		$23K Buy
887
+338
+62% +$10.5K ﹤0.01% 608
2022
Q2 		$17K Buy
549
+5
+0.9% +$169 ﹤0.01% 718
2022
Q1 		$20K Hold
544
– – ﹤0.01% 705
2021
Q4 		$19K Hold
544
– – ﹤0.01% 746
2021
Q3 		$19K Buy
544
+17
+3% +$583 ﹤0.01% 721
2021
Q2 		$20K Buy
527
+130
+33% +$5.04K ﹤0.01% 624
2021
Q1 		$15K Hold
397
– – 0.01% 672
2020
Q4 		$13K Buy
397
+36
+10% +$1.03K 0.01% 591
2020
Q3 		$8K Buy
361
+12
+3% +$270 ﹤0.01% 650
2020
Q2 		$7K Buy
349
+130
+59% +$2.49K ﹤0.01% 671
2020
Q1 		$4K Sell
219
-689
-76% -$23.1K ﹤0.01% 799
2019
Q4 		$38K Buy
908
+881
+3,263% +$35.4K 0.01% 438
2019
Q3 		$1K Hold
27
– – ﹤0.01% 1398
2019
Q2 		$1K Hold
27
– – ﹤0.01% 1314
2019
Q1 		$1K Hold
27
– – ﹤0.01% 1318
2018
Q4 		$1K Buy
27
+14
+108% +$432 ﹤0.01% 1324
2018
Q3 		$0 Buy
+13
New +$449 ﹤0.01% 1584

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCI Wealth Advisors sold out of US Foods (USFD) in Q2 2023, closing a stake of 689 shares — an estimated $25.5K sold.

TCI Wealth Advisors first reported a position in USFD in Q3 2018 and held it in 19 quarters. The position peaked at $38K in Q4 2019. 396 funds tracked by Wall St. Rank hold USFD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining US Foods position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 689 US Foods shares in Q2 2023, an estimated $25.5K.
  • TCI Wealth Advisors first reported a position in US Foods in Q3 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's US Foods position peaked at $38K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held US Foods as of Q2 2023.

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