Brown Wealth Management’s 2seventy bio TSVT Stock Holding History

Brown Wealth Management’s Portfolio TSVT Stock Details TSVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25,000	Closed	-$118K	–	97
2024 Q3	$118K	Hold	25,000	–	–	0.04%	87
2024 Q2	$96.3K	Sell	25,000 -25,000	-50%	-$113K	0.04%	84
2024 Q1	$268K	Hold	50,000	–	–	0.11%	73
2023 Q4	$214K	Hold	50,000	–	–	0.09%	81
2023 Q3	$196K	Buy	+50,000	New	+$328K	0.09%	77

Other funds holding TSVT

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return

Brown Wealth Management's TSVT Position: Q4 2024 in Review

Brown Wealth Management sold out of 2seventy bio (TSVT) in Q4 2024, closing a stake of 25,000 shares — an estimated $118K sold.

Brown Wealth Management first reported a position in TSVT in Q3 2023 and held it in 5 quarters. The position peaked at $268K in Q1 2024. 116 funds tracked by Wall St. Rank hold TSVT as of Q4 2024.

Brown Wealth Management reported no remaining 2seventy bio position as of Q4 2024 after selling out during the quarter.
Brown Wealth Management sold 25,000 2seventy bio shares in Q4 2024, an estimated $118K.
Brown Wealth Management first reported a position in 2seventy bio in Q3 2023 and held it in 5 quarters.
Brown Wealth Management's 2seventy bio position peaked at $268K in Q1 2024.
116 funds tracked by Wall St. Rank held 2seventy bio as of Q4 2024.

Based on Brown Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.