TCI Wealth Advisors’s Avalon GloboCare ALBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$20	–	269
2023 Q1	$20	Buy	+1	New	+$45	﹤0.01%	2487
2022 Q4	–	Sell	-1	Closed	–	–	2489
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2234
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2256
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2205
2021 Q4	$0	Buy	+1	New	+$144	﹤0.01%	2289

Other funds holding ALBT

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Avalon GloboCare (ALBT) in Q2 2023, closing a stake of 1 share — an estimated $20 sold.

TCI Wealth Advisors first reported a position in ALBT in Q4 2021 and held it in 5 quarters. The position peaked at $20 in Q1 2023. 11 funds tracked by Wall St. Rank hold ALBT as of Q2 2023.

TCI Wealth Advisors reported no remaining Avalon GloboCare position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Avalon GloboCare share in Q2 2023, an estimated $20.
TCI Wealth Advisors first reported a position in Avalon GloboCare in Q4 2021 and held it in 5 quarters.
TCI Wealth Advisors's Avalon GloboCare position peaked at $20 in Q1 2023.
11 funds tracked by Wall St. Rank held Avalon GloboCare as of Q2 2023.

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