TCI Wealth Advisors’s Lunai Bioworks LNAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12	Closed	-$3K	–	1634
2020 Q1	$3K	Hold	12	–	–	﹤0.01%	914
2019 Q4	$5K	Hold	12	–	–	﹤0.01%	866
2019 Q3	$5K	Hold	12	–	–	﹤0.01%	822
2019 Q2	$4K	Hold	12	–	–	﹤0.01%	834
2019 Q1	$7K	Hold	12	–	–	﹤0.01%	712
2018 Q4	$7K	Buy	+12	New	+$6.6K	﹤0.01%	710

Other funds holding LNAI

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCI Wealth Advisors's LNAI Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Lunai Bioworks (LNAI) in Q2 2020, closing a stake of 12 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in LNAI in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 33 funds tracked by Wall St. Rank hold LNAI as of Q2 2020.

TCI Wealth Advisors reported no remaining Lunai Bioworks position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 12 Lunai Bioworks shares in Q2 2020, an estimated $3K.
TCI Wealth Advisors first reported a position in Lunai Bioworks in Q4 2018 and held it in 6 quarters.
TCI Wealth Advisors's Lunai Bioworks position peaked at $7K in Q1 2019.
33 funds tracked by Wall St. Rank held Lunai Bioworks as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.