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TCI Wealth Advisors’s Zevra Therapeutics ZVRA Stock Holding History

TCI Wealth Advisors’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$550 – 2308
2023
Q1 		$550 Hold
100
– – ﹤0.01% 2203
2022
Q4 		$459 Hold
100
– – ﹤0.01% 2222
2022
Q3 		$1K Hold
100
– – ﹤0.01% 2190
2022
Q2 		$0 Hold
100
– – ﹤0.01% 2551
2022
Q1 		$1K Hold
100
– – ﹤0.01% 2169
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2256
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2329
2021
Q2 		$1K Hold
100
– – ﹤0.01% 2269
2021
Q1 		$1K Buy
+100
New +$873 ﹤0.01% 2125

Other funds holding ZVRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Zevra Therapeutics (ZVRA) in Q2 2023, closing a stake of 100 shares — an estimated $550 sold.

TCI Wealth Advisors first reported a position in ZVRA in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 71 funds tracked by Wall St. Rank hold ZVRA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Zevra Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Zevra Therapeutics shares in Q2 2023, an estimated $550.
  • TCI Wealth Advisors first reported a position in Zevra Therapeutics in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Zevra Therapeutics position peaked at $1K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q2 2023.

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