TWA
DM

TCI Wealth Advisors’s Desktop Metal, Inc. DM Stock Holding History

TCI Wealth Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18
Closed -$412 – 2348
2023
Q1 		$412 Buy
+18
New +$340 ﹤0.01% 2253
2022
Q4 		– Sell
-229
Closed -$6K – 2678
2022
Q3 		$6K Buy
229
+31
+16% +$868 ﹤0.01% 1396
2022
Q2 		$4K Buy
+198
New +$5.79K ﹤0.01% 1726
2021
Q3 		– Sell
-22
Closed -$3K – 2605
2021
Q2 		$3K Buy
22
+19
+633% +$2.49K ﹤0.01% 1884
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2250
2020
Q4 		$1K Buy
+3
New +$397 ﹤0.01% 1484

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Desktop Metal, Inc. (DM) in Q2 2023, closing a stake of 18 shares — an estimated $412 sold.

TCI Wealth Advisors first reported a position in DM in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 202 funds tracked by Wall St. Rank hold DM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Desktop Metal, Inc. position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 18 Desktop Metal, Inc. shares in Q2 2023, an estimated $412.
  • TCI Wealth Advisors first reported a position in Desktop Metal, Inc. in Q4 2020 and held it in 6 quarters.
  • TCI Wealth Advisors's Desktop Metal, Inc. position peaked at $6K in Q3 2022.
  • 202 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2023.

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