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TCI Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

TCI Wealth Advisors’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$2K – 2190
2020
Q4 		$2K Buy
+50
New +$2.16K ﹤0.01% 1220

Other funds holding IDNA

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

TCI Wealth Advisors's IDNA Position: Q1 2021 in Review

TCI Wealth Advisors sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in IDNA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 79 funds tracked by Wall St. Rank hold IDNA as of Q1 2021.

  • TCI Wealth Advisors reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 50 iShares Genomics Immunology and Healthcare ETF shares in Q1 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $2K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2021.

Based on TCI Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.