TVWM
SIOX

Tower View Wealth Management’s Sio Gene Therapies Inc. Common Stock SIOX Stock Holding History

Tower View Wealth Management’s Portfolio SIOX Stock Details SIOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,239
Closed -$869K – 169
2022
Q4 		$869K Sell
5,239
-6,406
-55% -$2.08K 0.6% 46
2022
Q3 		$1.35M Sell
11,645
-8
-0.1% -$3 1.03% 39
2022
Q2 		$1.09M Buy
+11,653
New +$4.82K 0.8% 45
2021
Q3 		– Sell
-9,035
Closed -$1.6M – 239
2021
Q2 		$1.6M Buy
9,035
+301
+3% +$748 0.81% 50
2021
Q1 		$1.24M Buy
+8,734
New +$24.7K 0.68% 58

Other funds holding SIOX

JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
CIA
Cladis Investment Advisory Billings, Montana $182M AUM 33.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Tower View Wealth Management's SIOX Position: Q1 2023 in Review

Tower View Wealth Management sold out of Sio Gene Therapies Inc. Common Stock (SIOX) in Q1 2023, closing a stake of 5,239 shares — an estimated $869K sold.

Tower View Wealth Management first reported a position in SIOX in Q1 2021 and held it in 5 quarters. The position peaked at $1.6M in Q2 2021. 4 funds tracked by Wall St. Rank hold SIOX as of Q1 2023.

  • Tower View Wealth Management reported no remaining Sio Gene Therapies Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 5,239 Sio Gene Therapies Inc. Common Stock shares in Q1 2023, an estimated $869K.
  • Tower View Wealth Management first reported a position in Sio Gene Therapies Inc. Common Stock in Q1 2021 and held it in 5 quarters.
  • Tower View Wealth Management's Sio Gene Therapies Inc. Common Stock position peaked at $1.6M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Sio Gene Therapies Inc. Common Stock as of Q1 2023.

Based on Tower View Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.