TWA
XYLO

TCI Wealth Advisors’s Xylo Technologies XYLO Stock Holding History

TCI Wealth Advisors’s Portfolio XYLO Stock Details XYLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3
Closed – – 1686
2020
Q3 		$0 Sell
3
-2
-40% -$119 ﹤0.01% 1677
2020
Q2 		$0 Buy
+5
New +$432 ﹤0.01% 1694

Other funds holding XYLO

WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TCI Wealth Advisors's XYLO Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Xylo Technologies (XYLO) in Q4 2020, closing a stake of 3 shares.

TCI Wealth Advisors first reported a position in XYLO in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 5 funds tracked by Wall St. Rank hold XYLO as of Q4 2020.

  • TCI Wealth Advisors reported no remaining Xylo Technologies position as of Q4 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Xylo Technologies shares in Q4 2020.
  • TCI Wealth Advisors first reported a position in Xylo Technologies in Q2 2020 and held it in 2 quarters.
  • TCI Wealth Advisors's Xylo Technologies position peaked at $0 in Q3 2020.
  • 5 funds tracked by Wall St. Rank held Xylo Technologies as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.