Albion Financial Group’s GeneDx Holdings WGS Stock Holding History

Albion Financial Group’s Portfolio WGS Stock Details WGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-76	Closed	-$694	–	535
2024 Q1	$694	Buy	+76	New	+$456	﹤0.01%	458
2022 Q4	–	Sell	-76	Closed	-$2K	–	499
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	395
2022 Q2	$3K	Hold	76	–	–	﹤0.01%	401
2022 Q1	$8K	Hold	76	–	–	﹤0.01%	381
2021 Q4	$11K	Buy	76 +31	+69%	+$6.93K	﹤0.01%	405
2021 Q3	$11K	Hold	45	–	–	﹤0.01%	369
2021 Q2	$21K	Buy	+45	New	+$19.3K	﹤0.01%	328

Other funds holding WGS

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Albion Financial Group's WGS Position: Q2 2024 in Review

Albion Financial Group sold out of GeneDx Holdings (WGS) in Q2 2024, closing a stake of 76 shares — an estimated $694 sold.

Albion Financial Group first reported a position in WGS in Q2 2021 and held it in 7 quarters. The position peaked at $21K in Q2 2021. 86 funds tracked by Wall St. Rank hold WGS as of Q2 2024.

Albion Financial Group reported no remaining GeneDx Holdings position as of Q2 2024 after selling out during the quarter.
Albion Financial Group sold 76 GeneDx Holdings shares in Q2 2024, an estimated $694.
Albion Financial Group first reported a position in GeneDx Holdings in Q2 2021 and held it in 7 quarters.
Albion Financial Group's GeneDx Holdings position peaked at $21K in Q2 2021.
86 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2024.

Based on Albion Financial Group's 13F filing for Q2 2024, filed 10 Jul 2024.