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Berman Capital Advisors’s Regenxbio RGNX Stock Holding History

Berman Capital Advisors’s Portfolio RGNX Stock Details RGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Buy
+14
New +$504 ﹤0.01% 2193
2020
Q1 		– Sell
-1,133
Closed -$46K – 1631
2019
Q4 		$46K Hold
1,133
– – 0.01% 336
2019
Q3 		$40K Hold
1,133
– – 0.01% 346
2019
Q2 		$58K Buy
1,133
+333
+42% +$16.6K 0.02% 281
2019
Q1 		$45K Hold
800
– – 0.02% 291
2018
Q4 		$33K Buy
+800
New +$46.9K 0.01% 301

Other funds holding RGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Berman Capital Advisors's RGNX Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Regenxbio (RGNX) in Q3 2021: 14 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2193 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in RGNX as recently as Q4 2019.

Berman Capital Advisors first reported a position in RGNX in Q4 2018 and has held it in 6 quarters since. The position peaked at $58K in Q2 2019. 182 funds tracked by Wall St. Rank hold RGNX as of Q3 2021.

  • Berman Capital Advisors held 14 shares of Regenxbio worth $0 as of Q3 2021.
  • Regenxbio was a new Berman Capital Advisors position in Q3 2021.
  • Regenxbio made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2193 holding.
  • Berman Capital Advisors first reported a position in Regenxbio in Q4 2018 and has held it in 6 quarters since.
  • Berman Capital Advisors's Regenxbio position peaked at $58K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held Regenxbio as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.