TCI Wealth Advisors’s Onterris Inc ONT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-97	Closed	-$4.31K	–	2595
2022 Q4	$4.31K	Hold	97	–	–	﹤0.01%	1628
2022 Q3	$3K	Hold	97	–	–	﹤0.01%	1798
2022 Q2	$3K	Buy	97 +25	+35%	+$1.04K	﹤0.01%	1834
2022 Q1	$4K	Sell	72 -6	-8%	-$297	﹤0.01%	1735
2021 Q4	$5K	Buy	78 +18	+30%	+$1.25K	﹤0.01%	1683
2021 Q3	$4K	Buy	+60	New	+$3.14K	﹤0.01%	1779

Other funds holding ONT

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TCI Wealth Advisors's ONT Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Onterris Inc (ONT) in Q1 2023, closing a stake of 97 shares — an estimated $4.31K sold.

TCI Wealth Advisors first reported a position in ONT in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 133 funds tracked by Wall St. Rank hold ONT as of Q1 2023.

TCI Wealth Advisors reported no remaining Onterris Inc position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 97 Onterris Inc shares in Q1 2023, an estimated $4.31K.
TCI Wealth Advisors first reported a position in Onterris Inc in Q3 2021 and held it in 6 quarters.
TCI Wealth Advisors's Onterris Inc position peaked at $5K in Q4 2021.
133 funds tracked by Wall St. Rank held Onterris Inc as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.