TCI Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-138	Closed	-$1.43K	–	789
2023 Q1	$1.43K	Sell	138 -187	-58%	-$2.26K	﹤0.01%	2045
2022 Q4	$3.84K	Buy	325 +322	+10,733%	+$4.98K	﹤0.01%	1699
2022 Q3	$0	Sell	3 -150	-98%	-$4.17K	﹤0.01%	2322
2022 Q2	$5K	Buy	153 +18	+13%	+$615	﹤0.01%	1463
2022 Q1	$5K	Sell	135 -1	-0.7%	-$44	﹤0.01%	1521
2021 Q4	$6K	Buy	136 +102	+300%	+$4.61K	﹤0.01%	1517
2021 Q3	$2K	Sell	34 -59	-63%	-$3.57K	﹤0.01%	2107
2021 Q2	$6K	Buy	93 +3	+3%	+$193	﹤0.01%	1300
2021 Q1	$8K	Buy	90 +44	+96%	+$4.51K	﹤0.01%	971
2020 Q4	$4K	Hold	46	–	–	﹤0.01%	950
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	761
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	789
2020 Q1	$3K	Buy	46 +12	+35%	+$692	﹤0.01%	849
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1128
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	1063
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	998
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	1012
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	982
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	1021
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	1058
2018 Q1	$2K	Hold	34	–	–	﹤0.01%	958
2017 Q4	$2K	Hold	34	–	–	﹤0.01%	1011
2017 Q3	$1K	Hold	34	–	–	﹤0.01%	1093
2017 Q2	$1K	Buy	+34	New	+$1.05K	﹤0.01%	1116
2016 Q3	–	Sell	-58	Closed	-$2K	–	1367
2016 Q2	$2K	Hold	58	–	–	﹤0.01%	923
2016 Q1	$2K	Buy	+58	New	+$2.05K	﹤0.01%	936

Other funds holding EBS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Emergent Biosolutions (EBS) in Q2 2023, closing a stake of 138 shares — an estimated $1.43K sold.

TCI Wealth Advisors first reported a position in EBS in Q1 2016 and held it in 26 quarters. The position peaked at $8K in Q1 2021. 182 funds tracked by Wall St. Rank hold EBS as of Q2 2023.

TCI Wealth Advisors reported no remaining Emergent Biosolutions position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 138 Emergent Biosolutions shares in Q2 2023, an estimated $1.43K.
TCI Wealth Advisors first reported a position in Emergent Biosolutions in Q1 2016 and held it in 26 quarters.
TCI Wealth Advisors's Emergent Biosolutions position peaked at $8K in Q1 2021.
182 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2023.

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