Charles Schwab
TCDA

Charles Schwab’s Tricida, Inc. Common Stock TCDA Stock Holding History

Charles Schwab’s Portfolio TCDA Stock Details TCDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74,893
Closed -$11.5K – 3640
2022
Q4 		$11.5K Sell
74,893
-10,024
-12% -$29.8K ﹤0.01% 3525
2022
Q3 		$890K Sell
84,917
-3,773
-4% -$41.3K ﹤0.01% 2824
2022
Q2 		$859K Buy
88,690
+73,159
+471% +$696K ﹤0.01% 2852
2022
Q1 		$128K Hold
15,531
– – ﹤0.01% 3381
2021
Q4 		$149K Buy
+15,531
New +$100K ﹤0.01% 3403
2021
Q3 		– Sell
-139,794
Closed -$604K – 3568
2021
Q2 		$604K Sell
139,794
-48,468
-26% -$231K ﹤0.01% 3108
2021
Q1 		$996K Sell
188,262
-6,815
-3% -$42.8K ﹤0.01% 2859
2020
Q4 		$1.38M Buy
195,077
+6,150
+3% +$47.2K ﹤0.01% 2688
2020
Q3 		$1.71M Buy
188,927
+6,350
+3% +$92.7K ﹤0.01% 2544
2020
Q2 		$5.02M Buy
182,577
+24,163
+15% +$658K ﹤0.01% 2027
2020
Q1 		$3.49M Buy
158,414
+3,032
+2% +$97.3K ﹤0.01% 2013
2019
Q4 		$5.87M Buy
155,382
+3,960
+3% +$148K ﹤0.01% 1941
2019
Q3 		$4.67M Buy
151,422
+6,207
+4% +$208K ﹤0.01% 1995
2019
Q2 		$5.73M Buy
145,215
+51,076
+54% +$1.8M ﹤0.01% 1906
2019
Q1 		$3.64M Buy
94,139
+15,794
+20% +$368K ﹤0.01% 2131
2018
Q4 		$1.85M Sell
78,345
-1,272
-2% -$36.6K ﹤0.01% 2360
2018
Q3 		$2.43M Buy
+79,617
New +$2.34M ﹤0.01% 2370

Other funds holding TCDA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab's TCDA Position: Q1 2023 in Review

Charles Schwab sold out of Tricida, Inc. Common Stock (TCDA) in Q1 2023, closing a stake of 74,893 shares — an estimated $11.5K sold.

Charles Schwab first reported a position in TCDA in Q3 2018 and held it in 17 quarters. The position peaked at $5.87M in Q4 2019. 6 funds tracked by Wall St. Rank hold TCDA as of Q1 2023.

  • Charles Schwab reported no remaining Tricida, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Charles Schwab sold 74,893 Tricida, Inc. Common Stock shares in Q1 2023, an estimated $11.5K.
  • Charles Schwab first reported a position in Tricida, Inc. Common Stock in Q3 2018 and held it in 17 quarters.
  • Charles Schwab's Tricida, Inc. Common Stock position peaked at $5.87M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Tricida, Inc. Common Stock as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.