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TWA
TCI Wealth Advisors’s
Cardiff Oncology
CRDF
Stock Holding History
TCI Wealth Advisors’s Portfolio
CRDF Stock Details
CRDF Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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45.56%
1-Year Est. Return
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1-Year Est. Return
GCP
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$1.61B AUM
28.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
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New York
$51.4B AUM
31.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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