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TCI Wealth Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

TCI Wealth Advisors’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$326 – 2275
2023
Q1 		$326 Hold
200
– – ﹤0.01% 2276
2022
Q4 		$266 Hold
200
– – ﹤0.01% 2302
2022
Q3 		$0 Hold
200
– – ﹤0.01% 2623
2022
Q2 		$0 Hold
200
– – ﹤0.01% 2545
2022
Q1 		$1K Buy
+200
New +$489 ﹤0.01% 2164

Other funds holding XERS

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
CC
Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Xeris Biopharma Holdings (XERS) in Q2 2023, closing a stake of 200 shares — an estimated $326 sold.

TCI Wealth Advisors first reported a position in XERS in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 103 funds tracked by Wall St. Rank hold XERS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Xeris Biopharma Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 Xeris Biopharma Holdings shares in Q2 2023, an estimated $326.
  • TCI Wealth Advisors first reported a position in Xeris Biopharma Holdings in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's Xeris Biopharma Holdings position peaked at $1K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2023.

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