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
2021 Q4	–	Sell	-7,500	Closed	-$1.06M	–	2473
2021 Q3	$1.06M	Hold	7,500	–	–	0.16%	62
2021 Q2	$961K	Buy	7,500 +4,000	+114%	+$471K	0.16%	64
2021 Q1	$448K	Sell	3,500 -9,000	-72%	-$1.66M	0.19%	105
2020 Q4	$2.25M	Buy	12,500 +9,900	+381%	+$2.2M	1%	18
2020 Q3	$570K	Buy	2,600 +600	+30%	+$134K	0.23%	76
2020 Q2	$447K	Buy	+2,000	New	+$313K	0.19%	84

Other funds holding QDEL

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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.