TWA
CRBU icon

TCI Wealth Advisors’s Caribou Biosciences CRBU Stock Holding History

TCI Wealth Advisors’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$2.65K – 653
2023
Q1 		$2.65K Buy
500
+400
+400% +$2.49K ﹤0.01% 1898
2022
Q4 		$628 Sell
100
-100
-50% -$890 ﹤0.01% 2183
2022
Q3 		$2K Hold
200
– – ﹤0.01% 1912
2022
Q2 		$1K Buy
200
+100
+100% +$764 ﹤0.01% 2108
2022
Q1 		$1K Hold
100
– – ﹤0.01% 2079
2021
Q4 		$2K Hold
100
– – ﹤0.01% 2076
2021
Q3 		$2K Buy
+100
New +$2.44K ﹤0.01% 2102

Other funds holding CRBU

PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Caribou Biosciences (CRBU) in Q2 2023, closing a stake of 500 shares — an estimated $2.65K sold.

TCI Wealth Advisors first reported a position in CRBU in Q3 2021 and held it in 7 quarters. The position peaked at $2.65K in Q1 2023. 121 funds tracked by Wall St. Rank hold CRBU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Caribou Biosciences position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 Caribou Biosciences shares in Q2 2023, an estimated $2.65K.
  • TCI Wealth Advisors first reported a position in Caribou Biosciences in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Caribou Biosciences position peaked at $2.65K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2023.

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