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TCI Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History

TCI Wealth Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$1.23K – 1637
2023
Q1 		$1.23K Buy
200
+100
+100% +$818 ﹤0.01% 2077
2022
Q4 		$1.32K Hold
100
– – ﹤0.01% 2064
2022
Q3 		$0 Buy
+100
New +$424 ﹤0.01% 2501

Other funds holding PDSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TCI Wealth Advisors sold out of PDS Biotechnology (PDSB) in Q2 2023, closing a stake of 200 shares — an estimated $1.23K sold.

TCI Wealth Advisors first reported a position in PDSB in Q3 2022 and held it in 3 quarters. The position peaked at $1.32K in Q4 2022. 80 funds tracked by Wall St. Rank hold PDSB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining PDS Biotechnology position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 PDS Biotechnology shares in Q2 2023, an estimated $1.23K.
  • TCI Wealth Advisors first reported a position in PDS Biotechnology in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's PDS Biotechnology position peaked at $1.32K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2023.

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