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TCI Wealth Advisors’s Scholar Rock SRRK Stock Holding History

TCI Wealth Advisors’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-86
Closed -$3K – 2510
2021
Q3 		$3K Hold
86
– – ﹤0.01% 2014
2021
Q2 		$2K Buy
86
+56
+187% +$1.71K ﹤0.01% 2092
2021
Q1 		$2K Buy
+30
New +$1.66K ﹤0.01% 1895

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCI Wealth Advisors's SRRK Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Scholar Rock (SRRK) in Q4 2021, closing a stake of 86 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SRRK in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 90 funds tracked by Wall St. Rank hold SRRK as of Q4 2021.

  • TCI Wealth Advisors reported no remaining Scholar Rock position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 86 Scholar Rock shares in Q4 2021, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Scholar Rock in Q1 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Scholar Rock position peaked at $3K in Q3 2021.
  • 90 funds tracked by Wall St. Rank held Scholar Rock as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.