9WM
RNAM

9258 Wealth Management’s Avidity Biosciences RNAM Stock Holding History

9258 Wealth Management’s Portfolio RNAM Stock Details RNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$444K Hold
9,657
– – 0.07% 218
2024
Q2 		$394K Buy
+9,657
New +$277K 0.06% 229

Other funds holding RNAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

9258 Wealth Management's RNAM Position: Q3 2024 in Review

9258 Wealth Management held its Avidity Biosciences (RNAM) position steady in Q3 2024 at 9,657 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #218.

9258 Wealth Management first reported a position in RNAM in Q2 2024 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold RNAM as of Q3 2024.

  • 9258 Wealth Management held 9,657 shares of Avidity Biosciences worth $444K as of Q3 2024.
  • 9258 Wealth Management left its Avidity Biosciences share count unchanged in Q3 2024.
  • Avidity Biosciences made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #218 holding.
  • 9258 Wealth Management first reported a position in Avidity Biosciences in Q2 2024 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Avidity Biosciences as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.