BDO Wealth Advisors’s Repligen RGEN Stock Holding History

BDO 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
2023 Q2	$2.12K	Hold	15	–	–	﹤0.01%	853
2023 Q1	$2.53K	Hold	15	–	–	﹤0.01%	884
2022 Q4	$2.54K	Hold	15	–	–	﹤0.01%	845
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	891
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	917
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	901
2021 Q4	$4K	Sell	15 -20	-57%	-$5.39K	﹤0.01%	877
2021 Q3	$10K	Hold	35	–	–	﹤0.01%	731
2021 Q2	$7K	Buy	35 +10	+40%	+$1.94K	﹤0.01%	820
2021 Q1	$5K	Buy	25 +15	+150%	+$3.08K	﹤0.01%	852
2020 Q4	$2K	Buy	+10	New	+$1.82K	﹤0.01%	788
2020 Q1	–	Sell	-50	Closed	-$5K	–	810
2019 Q4	$5K	Buy	+50	New	+$4.2K	﹤0.01%	495

Other funds holding RGEN

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BDO Wealth Advisors's RGEN Position: Q2 2023 in Review

BDO Wealth Advisors held its Repligen (RGEN) position steady in Q2 2023 at 15 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

BDO Wealth Advisors first reported a position in RGEN in Q4 2019 and has held it in 12 quarters since. The position peaked at $10K in Q3 2021. 446 funds tracked by Wall St. Rank hold RGEN as of Q2 2023.

BDO Wealth Advisors held 15 shares of Repligen worth $2.12K as of Q2 2023.
BDO Wealth Advisors left its Repligen share count unchanged in Q2 2023.
Repligen made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #853 holding.
BDO Wealth Advisors first reported a position in Repligen in Q4 2019 and has held it in 12 quarters since.
BDO Wealth Advisors's Repligen position peaked at $10K in Q3 2021.
446 funds tracked by Wall St. Rank held Repligen as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.