TCI Wealth Advisors’s Disc Medicine IRON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20	Closed	-$424	–	1190
2023 Q1	$424	Hold	20	–	–	﹤0.01%	2245
2022 Q4	$398	Buy	20 +13	+186%	+$647	﹤0.01%	2253
2022 Q3	$0	Hold	7	–	–	﹤0.01%	2416
2022 Q2	$0	Hold	7	–	–	﹤0.01%	2391
2022 Q1	$0	Buy	+7	New	+$367	﹤0.01%	2328
2021 Q4	–	Sell	-17	Closed	-$2K	–	2406
2021 Q3	$2K	Buy	17 +4	+31%	+$547	﹤0.01%	2138
2021 Q2	$3K	Buy	13 +6	+86%	+$1.97K	﹤0.01%	1772
2021 Q1	$3K	Buy	+7	New	+$3.12K	﹤0.01%	1535

Other funds holding IRON

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Disc Medicine (IRON) in Q2 2023, closing a stake of 20 shares — an estimated $424 sold.

TCI Wealth Advisors first reported a position in IRON in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 90 funds tracked by Wall St. Rank hold IRON as of Q2 2023.

TCI Wealth Advisors reported no remaining Disc Medicine position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 20 Disc Medicine shares in Q2 2023, an estimated $424.
TCI Wealth Advisors first reported a position in Disc Medicine in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Disc Medicine position peaked at $3K in Q2 2021.
90 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2023.

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