TCI Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	–	–	2523
2022 Q3	$0	Hold	100	–	–	﹤0.01%	2302
2022 Q2	$0	Buy	+100	New	+$167	﹤0.01%	2311
2021 Q4	–	Sell	-200	Closed	-$1K	–	2327
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	2241
2021 Q2	$1K	Hold	200	–	–	﹤0.01%	2188
2021 Q1	$2K	Buy	+200	New	+$2.43K	﹤0.01%	1706
2018 Q2	–	Sell	-1	Closed	–	–	1515
2018 Q1	$0	Sell	1 -3	-75%	-$74	﹤0.01%	1360
2017 Q4	$0	Sell	4 -6	-60%	-$266	﹤0.01%	1377
2017 Q3	$1K	Buy	10 +6	+150%	+$374	﹤0.01%	1085
2017 Q2	$0	Sell	4 -25	-86%	-$1.61K	﹤0.01%	1339
2017 Q1	$2K	Buy	29 +4	+16%	+$543	﹤0.01%	918
2016 Q4	$4K	Sell	25 -4	-14%	-$934	﹤0.01%	810
2016 Q3	$9K	Hold	29	–	–	﹤0.01%	599
2016 Q2	$10K	Hold	29	–	–	0.01%	565
2016 Q1	$10K	Buy	29 +5	+21%	+$1.7K	0.01%	570
2015 Q4	$9K	Buy	24 +3	+14%	+$1.18K	0.01%	599
2015 Q3	$9K	Buy	+21	New	+$11K	0.01%	524

Other funds holding CRDF

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

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TCI Wealth Advisors's CRDF Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Cardiff Oncology (CRDF) in Q4 2022, closing a stake of 100 shares.

TCI Wealth Advisors first reported a position in CRDF in Q3 2015 and held it in 16 quarters. The position peaked at $10K in Q2 2016. 58 funds tracked by Wall St. Rank hold CRDF as of Q4 2022.

TCI Wealth Advisors reported no remaining Cardiff Oncology position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 100 Cardiff Oncology shares in Q4 2022.
TCI Wealth Advisors first reported a position in Cardiff Oncology in Q3 2015 and held it in 16 quarters.
TCI Wealth Advisors's Cardiff Oncology position peaked at $10K in Q2 2016.
58 funds tracked by Wall St. Rank held Cardiff Oncology as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.