TCI Wealth Advisors’s Passage Bio PASG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3	Closed	-$1K	–	2522
2021 Q2	$1K	Buy	+3	New	+$928	﹤0.01%	2236
2020 Q4	–	Sell	-2	Closed	–	–	1623
2020 Q3	$0	Buy	+2	New	+$688	﹤0.01%	1627

Other funds holding PASG

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Frazier Management Seattle, Washington $1.12M AUM 151.58% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

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

NLVP

New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return

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

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's PASG Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Passage Bio (PASG) in Q3 2021, closing a stake of 3 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in PASG in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 101 funds tracked by Wall St. Rank hold PASG as of Q3 2021.

TCI Wealth Advisors reported no remaining Passage Bio position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 3 Passage Bio shares in Q3 2021, an estimated $1K.
TCI Wealth Advisors first reported a position in Passage Bio in Q3 2020 and held it in 2 quarters.
TCI Wealth Advisors's Passage Bio position peaked at $1K in Q2 2021.
101 funds tracked by Wall St. Rank held Passage Bio as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.