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TCI Wealth Advisors’s Willdan Group WLDN Stock Holding History

TCI Wealth Advisors’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-274
Closed -$4.28K – 2237
2023
Q1 		$4.28K Hold
274
– – ﹤0.01% 1635
2022
Q4 		$4.89K Buy
+274
New +$4.22K ﹤0.01% 1535

Other funds holding WLDN

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Willdan Group (WLDN) in Q2 2023, closing a stake of 274 shares — an estimated $4.28K sold.

TCI Wealth Advisors first reported a position in WLDN in Q4 2022 and held it in 2 quarters. The position peaked at $4.89K in Q4 2022. 84 funds tracked by Wall St. Rank hold WLDN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Willdan Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 274 Willdan Group shares in Q2 2023, an estimated $4.28K.
  • TCI Wealth Advisors first reported a position in Willdan Group in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Willdan Group position peaked at $4.89K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Willdan Group as of Q2 2023.

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