TWA
ACLX

TCI Wealth Advisors’s Arcellx ACLX Stock Holding History

TCI Wealth Advisors’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-118
Closed -$3.64K – 221
2023
Q1 		$3.64K Buy
118
+26
+28% +$789 ﹤0.01% 1741
2022
Q4 		$2.85K Buy
+92
New +$2.11K ﹤0.01% 1881

Other funds holding ACLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Arcellx (ACLX) in Q2 2023, closing a stake of 118 shares — an estimated $3.64K sold.

TCI Wealth Advisors first reported a position in ACLX in Q4 2022 and held it in 2 quarters. The position peaked at $3.64K in Q1 2023. 138 funds tracked by Wall St. Rank hold ACLX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Arcellx position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 118 Arcellx shares in Q2 2023, an estimated $3.64K.
  • TCI Wealth Advisors first reported a position in Arcellx in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Arcellx position peaked at $3.64K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Arcellx as of Q2 2023.

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