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Avior Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Avior Wealth Management’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-283
Closed -$11.9K – 1950
2024
Q4 		$11.9K Buy
+283
New +$14K ﹤0.01% 1563

Other funds holding RARE

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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Avior Wealth Management's RARE Position: Q1 2025 in Review

Avior Wealth Management sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2025, closing a stake of 283 shares — an estimated $11.9K sold.

Avior Wealth Management first reported a position in RARE in Q4 2024 and held it in 1 quarter. The position peaked at $11.9K in Q4 2024. 299 funds tracked by Wall St. Rank hold RARE as of Q1 2025.

  • Avior Wealth Management reported no remaining Ultragenyx Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 283 Ultragenyx Pharmaceutical shares in Q1 2025, an estimated $11.9K.
  • Avior Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ultragenyx Pharmaceutical position peaked at $11.9K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.