TWA
PVLA

TCI Wealth Advisors’s Palvella Therapeutics PVLA Stock Holding History

TCI Wealth Advisors’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed -$196 – 2328
2023
Q1 		$196 Hold
3
– – ﹤0.01% 2339
2022
Q4 		$208 Hold
3
– – ﹤0.01% 2331
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2633
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2555
2022
Q1 		$1K Hold
3
– – ﹤0.01% 2170
2021
Q4 		$1K Buy
+3
New +$961 ﹤0.01% 2258
2020
Q4 		– Sell
-4
Closed -$1K – 1688
2020
Q3 		$1K Hold
4
– – ﹤0.01% 1465
2020
Q2 		$1K Hold
4
– – ﹤0.01% 1390
2020
Q1 		$1K Sell
4
-6
-60% -$1.51K ﹤0.01% 1384
2019
Q4 		$3K Sell
10
-1
-9% -$277 ﹤0.01% 1066
2019
Q3 		$3K Buy
11
+7
+175% +$2.71K ﹤0.01% 1001
2019
Q2 		$1K Sell
4
-4
-50% -$1.19K ﹤0.01% 1338
2019
Q1 		$2K Hold
8
– – ﹤0.01% 1104
2018
Q4 		$2K Buy
+8
New +$2.48K ﹤0.01% 1079

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Palvella Therapeutics (PVLA) in Q2 2023, closing a stake of 3 shares — an estimated $196 sold.

TCI Wealth Advisors first reported a position in PVLA in Q4 2018 and held it in 14 quarters. The position peaked at $3K in Q4 2019. 49 funds tracked by Wall St. Rank hold PVLA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Palvella Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Palvella Therapeutics shares in Q2 2023, an estimated $196.
  • TCI Wealth Advisors first reported a position in Palvella Therapeutics in Q4 2018 and held it in 14 quarters.
  • TCI Wealth Advisors's Palvella Therapeutics position peaked at $3K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2023.

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