TWA
ISEE

TCI Wealth Advisors’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

TCI Wealth Advisors’s Portfolio ISEE Stock Details ISEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-451
Closed -$11K – 2480
2023
Q1 		$11K Sell
451
-11
-2% -$241 ﹤0.01% 1031
2022
Q4 		$9.89K Buy
462
+136
+42% +$2.9K ﹤0.01% 1074
2022
Q3 		$6K Hold
326
– – ﹤0.01% 1402
2022
Q2 		$3K Sell
326
-9
-3% -$113 ﹤0.01% 1947
2022
Q1 		$6K Hold
335
– – ﹤0.01% 1485
2021
Q4 		$6K Hold
335
– – ﹤0.01% 1601
2021
Q3 		$5K Buy
+335
New +$3.65K ﹤0.01% 1681
2016
Q4 		– Sell
-21
Closed -$1K – 1474
2016
Q3 		$1K Buy
+21
New +$1.18K ﹤0.01% 1259

Other funds holding ISEE

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

TCI Wealth Advisors sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q2 2023, closing a stake of 451 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in ISEE in Q3 2016 and held it in 8 quarters. The position peaked at $11K in Q1 2023. 256 funds tracked by Wall St. Rank hold ISEE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining IVERIC bio, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 451 IVERIC bio, Inc. Common Stock shares in Q2 2023, an estimated $11K.
  • TCI Wealth Advisors first reported a position in IVERIC bio, Inc. Common Stock in Q3 2016 and held it in 8 quarters.
  • TCI Wealth Advisors's IVERIC bio, Inc. Common Stock position peaked at $11K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q2 2023.

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