TCI Wealth Advisors’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-262	Closed	-$10.3K	–	2385
2023 Q1	$10.3K	Hold	262	–	–	﹤0.01%	1076
2022 Q4	$13.8K	Buy	262 +46	+21%	+$2.24K	﹤0.01%	869
2022 Q3	$10K	Hold	216	–	–	﹤0.01%	1044
2022 Q2	$8K	Buy	+216	New	+$7.85K	﹤0.01%	1197
2021 Q4	–	Sell	-100	Closed	-$6K	–	2567
2021 Q3	$6K	Buy	+100	New	+$5.23K	﹤0.01%	1533
2021 Q2	–	Sell	-36	Closed	-$2K	–	2482
2021 Q1	$2K	Buy	+36	New	+$2K	﹤0.01%	1947

Other funds holding SILK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q2 2023, closing a stake of 262 shares — an estimated $10.3K sold.

TCI Wealth Advisors first reported a position in SILK in Q1 2021 and held it in 6 quarters. The position peaked at $13.8K in Q4 2022. 173 funds tracked by Wall St. Rank hold SILK as of Q2 2023.

TCI Wealth Advisors reported no remaining Silk Road Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 262 Silk Road Medical, Inc. Common Stock shares in Q2 2023, an estimated $10.3K.
TCI Wealth Advisors first reported a position in Silk Road Medical, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
TCI Wealth Advisors's Silk Road Medical, Inc. Common Stock position peaked at $13.8K in Q4 2022.
173 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q2 2023.

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