CAPTRUST Financial Advisors
TSHA icon

CAPTRUST Financial Advisors’s Taysha Gene Therapies TSHA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TSHA Stock Details TSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,113
Closed -$83.1K – 3124
2025
Q4 		$83.1K Buy
+15,113
New +$73.4K ﹤0.01% 2629
2022
Q3 		– Sell
-821
Closed -$3K – 3909
2022
Q2 		$3K Sell
821
-200
-20% -$793 ﹤0.01% 4346
2022
Q1 		$7K Hold
1,021
– – ﹤0.01% 3999
2021
Q4 		$12K Hold
1,021
– – ﹤0.01% 3624
2021
Q3 		$19K Hold
1,021
– – ﹤0.01% 3206
2021
Q2 		$22K Buy
1,021
+60
+6% +$1.38K ﹤0.01% 3048
2021
Q1 		$20K Buy
961
+241
+33% +$6.53K ﹤0.01% 3007
2020
Q4 		$19K Buy
720
+350
+95% +$7.54K ﹤0.01% 2283
2020
Q3 		$8K Buy
+370
New +$8.7K ﹤0.01% 2383

Other funds holding TSHA

RCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM