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Bogart Wealth LLC’s Ultragenyx Pharmaceutical RARE Stock Holding History

Bogart Wealth LLC’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
-23
Closed -$968 – 1500
2024
Q4 		$968 Buy
+23
New +$1.14K ﹤0.01% 1204

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SCM
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Bogart Wealth LLC's RARE Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2025, closing a stake of 23 shares — an estimated $968 sold.

Bogart Wealth LLC first reported a position in RARE in Q4 2024 and held it in 1 quarter. The position peaked at $968 in Q4 2024. 299 funds tracked by Wall St. Rank hold RARE as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Ultragenyx Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 Ultragenyx Pharmaceutical shares in Q1 2025, an estimated $968.
  • Bogart Wealth LLC first reported a position in Ultragenyx Pharmaceutical in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Ultragenyx Pharmaceutical position peaked at $968 in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.