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Avantax Planning Partners’s Repligen RGEN Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-243
Closed -$9K – 1192
2018
Q1 		$9K Buy
+243
New +$8.55K ﹤0.01% 1109

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Invesco
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William Blair Investment Management
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State Street
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CCA
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's RGEN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Repligen (RGEN) in Q2 2018, closing a stake of 243 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in RGEN in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 196 funds tracked by Wall St. Rank hold RGEN as of Q2 2018.

  • Avantax Planning Partners reported no remaining Repligen position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 243 Repligen shares in Q2 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Repligen in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Repligen position peaked at $9K in Q1 2018.
  • 196 funds tracked by Wall St. Rank held Repligen as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.