Alta Wealth Advisors’s Repligen RGEN Stock Holding History

Alta Wealth Advisors’s Portfolio RGEN Stock Details RGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,368	Closed	-$362K	–	157
2021 Q4	$362K	Sell	1,368 -20	-1%	-$5.39K	0.22%	119
2021 Q3	$401K	Sell	1,388 -20	-1%	-$5.13K	0.29%	108
2021 Q2	$281K	Hold	1,408	–	–	0.21%	126
2021 Q1	$274K	Hold	1,408	–	–	0.23%	121
2020 Q4	$270K	Buy	+1,408	New	+$256K	0.23%	119

Other funds holding RGEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alta Wealth Advisors's RGEN Position: Q1 2022 in Review

Alta Wealth Advisors sold out of Repligen (RGEN) in Q1 2022, closing a stake of 1,368 shares — an estimated $362K sold.

Alta Wealth Advisors first reported a position in RGEN in Q4 2020 and held it in 5 quarters. The position peaked at $401K in Q3 2021. 450 funds tracked by Wall St. Rank hold RGEN as of Q1 2022.

Alta Wealth Advisors reported no remaining Repligen position as of Q1 2022 after selling out during the quarter.
Alta Wealth Advisors sold 1,368 Repligen shares in Q1 2022, an estimated $362K.
Alta Wealth Advisors first reported a position in Repligen in Q4 2020 and held it in 5 quarters.
Alta Wealth Advisors's Repligen position peaked at $401K in Q3 2021.
450 funds tracked by Wall St. Rank held Repligen as of Q1 2022.

Based on Alta Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.