TCI Wealth Advisors’s Terns Pharmaceuticals TERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$2.37K	–	2027
2023 Q1	$2.37K	Buy	+200	New	+$1.91K	﹤0.01%	1924

Other funds holding TERN

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

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

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Terns Pharmaceuticals (TERN) in Q2 2023, closing a stake of 200 shares — an estimated $2.37K sold.

TCI Wealth Advisors first reported a position in TERN in Q1 2023 and held it in 1 quarter. The position peaked at $2.37K in Q1 2023. 103 funds tracked by Wall St. Rank hold TERN as of Q2 2023.

TCI Wealth Advisors reported no remaining Terns Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 200 Terns Pharmaceuticals shares in Q2 2023, an estimated $2.37K.
TCI Wealth Advisors first reported a position in Terns Pharmaceuticals in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's Terns Pharmaceuticals position peaked at $2.37K in Q1 2023.
103 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2023.

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