TCI Wealth Advisors’s Weis Markets WMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-105	Closed	-$8.89K	–	2243
2023 Q1	$8.89K	Sell	105 -24	-19%	-$2.01K	﹤0.01%	1160
2022 Q4	$10.6K	Buy	129 +24	+23%	+$2.03K	﹤0.01%	1036
2022 Q3	$7K	Buy	105 +1	+1%	+$78	﹤0.01%	1301
2022 Q2	$8K	Hold	104	–	–	﹤0.01%	1192
2022 Q1	$7K	Hold	104	–	–	﹤0.01%	1364
2021 Q4	$7K	Buy	104 +10	+11%	+$607	﹤0.01%	1470
2021 Q3	$5K	Buy	94 +47	+100%	+$2.55K	﹤0.01%	1667
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	2116
2021 Q1	$3K	Buy	+47	New	+$2.52K	﹤0.01%	1606
2020 Q1	–	Sell	-21	Closed	-$1K	–	1787
2019 Q4	$1K	Buy	+21	New	+$812	﹤0.01%	1458

Other funds holding WMK

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Weis Markets (WMK) in Q2 2023, closing a stake of 105 shares — an estimated $8.89K sold.

TCI Wealth Advisors first reported a position in WMK in Q4 2019 and held it in 10 quarters. The position peaked at $10.6K in Q4 2022. 151 funds tracked by Wall St. Rank hold WMK as of Q2 2023.

TCI Wealth Advisors reported no remaining Weis Markets position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 105 Weis Markets shares in Q2 2023, an estimated $8.89K.
TCI Wealth Advisors first reported a position in Weis Markets in Q4 2019 and held it in 10 quarters.
TCI Wealth Advisors's Weis Markets position peaked at $10.6K in Q4 2022.
151 funds tracked by Wall St. Rank held Weis Markets as of Q2 2023.

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