TCI Wealth Advisors’s Alector ALEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-369	Closed	-$3.41K	–	2517
2022 Q4	$3.41K	Hold	369	–	–	﹤0.01%	1782
2022 Q3	$3K	Hold	369	–	–	﹤0.01%	1719
2022 Q2	$4K	Buy	369 +105	+40%	+$1.05K	﹤0.01%	1579
2022 Q1	$4K	Buy	264 +75	+40%	+$1.19K	﹤0.01%	1654
2021 Q4	$4K	Buy	189 +47	+33%	+$1.06K	﹤0.01%	1771
2021 Q3	$3K	Hold	142	–	–	﹤0.01%	1890
2021 Q2	$3K	Hold	142	–	–	﹤0.01%	1692
2021 Q1	$3K	Buy	+142	New	+$2.55K	﹤0.01%	1474

Other funds holding ALEC

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

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

TCI Wealth Advisors's ALEC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Alector (ALEC) in Q1 2023, closing a stake of 369 shares — an estimated $3.41K sold.

TCI Wealth Advisors first reported a position in ALEC in Q1 2021 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 148 funds tracked by Wall St. Rank hold ALEC as of Q1 2023.

TCI Wealth Advisors reported no remaining Alector position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 369 Alector shares in Q1 2023, an estimated $3.41K.
TCI Wealth Advisors first reported a position in Alector in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Alector position peaked at $4K in Q2 2022.
148 funds tracked by Wall St. Rank held Alector as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.