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TCI Wealth Advisors’s Dyne Therapeutics DYN Stock Holding History

TCI Wealth Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-741
Closed -$8.54K – 779
2023
Q1 		$8.54K Buy
741
+131
+21% +$1.7K ﹤0.01% 1182
2022
Q4 		$7.07K Hold
610
– – ﹤0.01% 1305
2022
Q3 		$8K Hold
610
– – ﹤0.01% 1141
2022
Q2 		$4K Buy
+610
New +$4.2K ﹤0.01% 1608

Other funds holding DYN

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Dyne Therapeutics (DYN) in Q2 2023, closing a stake of 741 shares — an estimated $8.54K sold.

TCI Wealth Advisors first reported a position in DYN in Q2 2022 and held it in 4 quarters. The position peaked at $8.54K in Q1 2023. 118 funds tracked by Wall St. Rank hold DYN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dyne Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 741 Dyne Therapeutics shares in Q2 2023, an estimated $8.54K.
  • TCI Wealth Advisors first reported a position in Dyne Therapeutics in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Dyne Therapeutics position peaked at $8.54K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2023.

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