TCI Wealth Advisors
LYEL icon

TCI Wealth Advisors’s Lyell Immunopharma LYEL Stock Holding History

TCI Wealth Advisors’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-42
Closed -$1.96K – 1354
2023
Q1 		$1.96K Buy
+42
New +$2.25K ﹤0.01% 1971

Other funds holding LYEL

MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Lyell Immunopharma (LYEL) in Q2 2023, closing a stake of 42 shares — an estimated $1.96K sold.

TCI Wealth Advisors first reported a position in LYEL in Q1 2023 and held it in 1 quarter. The position peaked at $1.96K in Q1 2023. 99 funds tracked by Wall St. Rank hold LYEL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lyell Immunopharma position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 42 Lyell Immunopharma shares in Q2 2023, an estimated $1.96K.
  • TCI Wealth Advisors first reported a position in Lyell Immunopharma in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Lyell Immunopharma position peaked at $1.96K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2023.

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