TCI Wealth Advisors’s Wabash National WNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-268	Closed	-$6.59K	–	2245
2023 Q1	$6.59K	Hold	268	–	–	﹤0.01%	1338
2022 Q4	$6.06K	Hold	268	–	–	﹤0.01%	1398
2022 Q3	$4K	Hold	268	–	–	﹤0.01%	1697
2022 Q2	$4K	Sell	268 -9	-3%	-$130	﹤0.01%	1713
2022 Q1	$4K	Buy	+277	New	+$4.89K	﹤0.01%	1809
2021 Q3	–	Sell	-214	Closed	-$3K	–	2592
2021 Q2	$3K	Buy	+214	New	+$3.67K	﹤0.01%	1873
2018 Q4	–	Sell	-102	Closed	-$2K	–	1676
2018 Q3	$2K	Hold	102	–	–	﹤0.01%	1100
2018 Q2	$2K	Hold	102	–	–	﹤0.01%	1163
2018 Q1	$2K	Hold	102	–	–	﹤0.01%	1029
2017 Q4	$2K	Hold	102	–	–	﹤0.01%	1076
2017 Q3	$2K	Hold	102	–	–	﹤0.01%	1010
2017 Q2	$2K	Hold	102	–	–	﹤0.01%	1039
2017 Q1	$2K	Hold	102	–	–	﹤0.01%	991
2016 Q4	$2K	Hold	102	–	–	﹤0.01%	1062
2016 Q3	$1K	Hold	102	–	–	﹤0.01%	1241
2016 Q2	$1K	Hold	102	–	–	﹤0.01%	1177
2016 Q1	$1K	Buy	+102	New	+$1.19K	﹤0.01%	1176

Other funds holding WNC

BlackRock New York $5.72T AUM 30.48% 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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Wabash National (WNC) in Q2 2023, closing a stake of 268 shares — an estimated $6.59K sold.

TCI Wealth Advisors first reported a position in WNC in Q1 2016 and held it in 17 quarters. The position peaked at $6.59K in Q1 2023. 255 funds tracked by Wall St. Rank hold WNC as of Q2 2023.

TCI Wealth Advisors reported no remaining Wabash National position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 268 Wabash National shares in Q2 2023, an estimated $6.59K.
TCI Wealth Advisors first reported a position in Wabash National in Q1 2016 and held it in 17 quarters.
TCI Wealth Advisors's Wabash National position peaked at $6.59K in Q1 2023.
255 funds tracked by Wall St. Rank held Wabash National as of Q2 2023.

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