TCI Wealth Advisors’s Avalo Therapeutics AVTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$440	–	386
2023 Q1	$440	Hold	1	–	–	﹤0.01%	2238
2022 Q4	$1.26K	Hold	1	–	–	﹤0.01%	2077
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	2035
2022 Q2	$2K	Hold	1	–	–	﹤0.01%	1964
2022 Q1	$2K	Hold	1	–	–	﹤0.01%	1952
2021 Q4	$5K	Hold	1	–	–	﹤0.01%	1622
2021 Q3	$7K	Hold	1	–	–	﹤0.01%	1330
2021 Q2	$10K	Hold	1	–	–	﹤0.01%	942
2021 Q1	$9K	Hold	1	–	–	﹤0.01%	887
2020 Q4	$8K	Hold	1	–	–	﹤0.01%	701
2020 Q3	$7K	Hold	1	–	–	﹤0.01%	659
2020 Q2	$8K	Hold	1	–	–	﹤0.01%	615
2020 Q1	$7K	Hold	1	–	–	﹤0.01%	629
2019 Q4	$16K	Hold	1	–	–	0.01%	595
2019 Q3	$10K	Hold	1	–	–	﹤0.01%	638
2019 Q2	$16K	Hold	1	–	–	0.01%	512
2019 Q1	$17K	Hold	1	–	–	0.01%	520
2018 Q4	$10K	Hold	1	–	–	﹤0.01%	617
2018 Q3	$14K	Hold	1	–	–	0.01%	571
2018 Q2	$13K	Hold	1	–	–	0.01%	586
2018 Q1	$13K	Hold	1	–	–	0.01%	564
2017 Q4	$10K	Hold	1	–	–	﹤0.01%	626
2017 Q3	$3K	Hold	1	–	–	﹤0.01%	826
2017 Q2	$2K	Hold	1	–	–	﹤0.01%	962
2017 Q1	$2K	Hold	1	–	–	﹤0.01%	911
2016 Q4	$3K	Hold	1	–	–	﹤0.01%	891
2016 Q3	$13K	Buy	+1	New	+$10.5K	0.01%	511

Other funds holding AVTX

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Avalo Therapeutics (AVTX) in Q2 2023, closing a stake of 1 share — an estimated $440 sold.

TCI Wealth Advisors first reported a position in AVTX in Q3 2016 and held it in 27 quarters. The position peaked at $17K in Q1 2019. 22 funds tracked by Wall St. Rank hold AVTX as of Q2 2023.

TCI Wealth Advisors reported no remaining Avalo Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Avalo Therapeutics share in Q2 2023, an estimated $440.
TCI Wealth Advisors first reported a position in Avalo Therapeutics in Q3 2016 and held it in 27 quarters.
TCI Wealth Advisors's Avalo Therapeutics position peaked at $17K in Q1 2019.
22 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2023.

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