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TCI Wealth Advisors’s Pacific Biosciences PACB Stock Holding History

TCI Wealth Advisors’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-888
Closed -$10.3K – 1609
2023
Q1 		$10.3K Buy
888
+2
+0.2% +$20 ﹤0.01% 1072
2022
Q4 		$7.25K Hold
886
– – ﹤0.01% 1287
2022
Q3 		$5K Buy
+886
New +$5.08K ﹤0.01% 1493
2022
Q2 		– Sell
-677
Closed -$6K – 2455
2022
Q1 		$6K Sell
677
-187
-22% -$2.15K ﹤0.01% 1445
2021
Q4 		$18K Buy
864
+191
+28% +$4.61K ﹤0.01% 764
2021
Q3 		$17K Buy
673
+261
+63% +$7.73K ﹤0.01% 763
2021
Q2 		$14K Buy
412
+39
+10% +$1.13K ﹤0.01% 755
2021
Q1 		$12K Buy
373
+323
+646% +$11.3K 0.01% 761
2020
Q4 		$1K Buy
50
+17
+52% +$289 ﹤0.01% 1426
2020
Q3 		$0 Hold
33
– – ﹤0.01% 1625
2020
Q2 		$0 Hold
33
– – ﹤0.01% 1617
2020
Q1 		$0 Buy
33
+25
+313% +$102 ﹤0.01% 1681
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1650
2019
Q3 		$0 Buy
+8
New +$45 ﹤0.01% 1594

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Pacific Biosciences (PACB) in Q2 2023, closing a stake of 888 shares — an estimated $10.3K sold.

TCI Wealth Advisors first reported a position in PACB in Q3 2019 and held it in 14 quarters. The position peaked at $18K in Q4 2021. 272 funds tracked by Wall St. Rank hold PACB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Pacific Biosciences position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 888 Pacific Biosciences shares in Q2 2023, an estimated $10.3K.
  • TCI Wealth Advisors first reported a position in Pacific Biosciences in Q3 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Pacific Biosciences position peaked at $18K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2023.

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