TCI Wealth Advisors’s Olympic Steel ZEUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-116	Closed	-$3K	–	2670
2022 Q3	$3K	Hold	116	–	–	﹤0.01%	1862
2022 Q2	$3K	Buy	+116	New	+$3.91K	﹤0.01%	1922
2020 Q2	–	Sell	-54	Closed	-$1K	–	1693
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	1381
2019 Q4	$1K	Hold	54	–	–	﹤0.01%	1463
2019 Q3	$1K	Sell	54 -133	-71%	-$1.65K	﹤0.01%	1412
2019 Q2	$3K	Buy	187 +133	+246%	+$1.98K	﹤0.01%	945
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	1334
2018 Q4	$1K	Hold	54	–	–	﹤0.01%	1343
2018 Q3	$1K	Hold	54	–	–	﹤0.01%	1357
2018 Q2	$1K	Hold	54	–	–	﹤0.01%	1399
2018 Q1	$1K	Hold	54	–	–	﹤0.01%	1248
2017 Q4	$1K	Hold	54	–	–	﹤0.01%	1289
2017 Q3	$1K	Sell	54 -163	-75%	-$3K	﹤0.01%	1220
2017 Q2	$4K	Hold	217	–	–	﹤0.01%	833
2017 Q1	$4K	Buy	217 +1	+0.5%	+$23	﹤0.01%	794
2016 Q4	$5K	Hold	216	–	–	﹤0.01%	789
2016 Q3	$5K	Hold	216	–	–	﹤0.01%	744
2016 Q2	$6K	Hold	216	–	–	﹤0.01%	692
2016 Q1	$4K	Buy	216 +54	+33%	+$641	﹤0.01%	792
2015 Q4	$2K	Buy	162 +1	+0.6%	+$11	﹤0.01%	896
2015 Q3	$2K	Hold	161	–	–	﹤0.01%	831
2015 Q2	$3K	Hold	161	–	–	﹤0.01%	760
2015 Q1	$2K	Hold	161	–	–	﹤0.01%	763
2014 Q4	$3K	Hold	161	–	–	﹤0.01%	692
2014 Q3	$3K	Buy	161 +1	+0.6%	+$23	﹤0.01%	692
2014 Q2	$4K	Hold	160	–	–	﹤0.01%	658
2014 Q1	$5K	Hold	160	–	–	﹤0.01%	570
2013 Q4	$5K	Buy	+160	New	+$4.48K	﹤0.01%	567

Other funds holding ZEUS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

TCI Wealth Advisors's ZEUS Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Olympic Steel (ZEUS) in Q4 2022, closing a stake of 116 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ZEUS in Q4 2013 and held it in 28 quarters. The position peaked at $6K in Q2 2016. 122 funds tracked by Wall St. Rank hold ZEUS as of Q4 2022.

TCI Wealth Advisors reported no remaining Olympic Steel position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 116 Olympic Steel shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Olympic Steel in Q4 2013 and held it in 28 quarters.
TCI Wealth Advisors's Olympic Steel position peaked at $6K in Q2 2016.
122 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.