TCI Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$891	–	1739
2023 Q1	$891	Hold	10	–	–	﹤0.01%	2129
2022 Q4	$857	Sell	10 -3	-23%	-$254	﹤0.01%	2134
2022 Q3	$1K	Sell	13 -15	-54%	-$1.34K	﹤0.01%	2141
2022 Q2	$3K	Buy	28 +20	+250%	+$2.04K	﹤0.01%	1869
2022 Q1	$1K	Sell	8 -52	-87%	-$5.54K	﹤0.01%	2139
2021 Q4	$8K	Buy	60 +38	+173%	+$5.29K	﹤0.01%	1354
2021 Q3	$3K	Buy	+22	New	+$2.96K	﹤0.01%	1993
2021 Q2	–	Sell	-50	Closed	-$5.89K	–	2427
2021 Q1	$6K	Buy	50 +48	+2,400%	+$8.86K	﹤0.01%	1169
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1638
2020 Q3	$0	Sell	2 -7	-78%	-$1.56K	﹤0.01%	1635
2020 Q2	$2K	Buy	+9	New	+$1.41K	﹤0.01%	1106
2018 Q4	–	Sell	-5	Closed	–	–	1606
2018 Q3	$0	Buy	+5	New	+$349	﹤0.01%	1552

Other funds holding QDEL

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

TCI Wealth Advisors sold out of QuidelOrtho (QDEL) in Q2 2023, closing a stake of 10 shares — an estimated $891 sold.

TCI Wealth Advisors first reported a position in QDEL in Q3 2018 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 313 funds tracked by Wall St. Rank hold QDEL as of Q2 2023.

TCI Wealth Advisors reported no remaining QuidelOrtho position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 10 QuidelOrtho shares in Q2 2023, an estimated $891.
TCI Wealth Advisors first reported a position in QuidelOrtho in Q3 2018 and held it in 12 quarters.
TCI Wealth Advisors's QuidelOrtho position peaked at $8K in Q4 2021.
313 funds tracked by Wall St. Rank held QuidelOrtho as of Q2 2023.

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