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CFM Wealth Partners’s Repligen RGEN Stock Holding History

CFM Wealth Partners’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
2022
Q1 		– Sell
-1,000
Closed -$258K – 184
2021
Q4 		$258K Hold
1,000
– – 0.06% 155
2021
Q3 		$289K Hold
1,000
– – 0.07% 148
2021
Q2 		$200K Buy
+1,000
New +$194K 0.05% 172
2020
Q4 		– Sell
-2,905
Closed -$428K – 168
2020
Q3 		$428K Hold
2,905
– – 0.16% 93
2020
Q2 		$359K Hold
2,905
– – 0.14% 101
2020
Q1 		$280K Hold
2,905
– – 0.13% 107
2019
Q4 		$290K Buy
+2,905
New +$244K 0.11% 118

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CFM Wealth Partners's RGEN Position: Q1 2022 in Review

CFM Wealth Partners sold out of Repligen (RGEN) in Q1 2022, closing a stake of 1,000 shares — an estimated $258K sold.

CFM Wealth Partners first reported a position in RGEN in Q4 2019 and held it in 7 quarters. The position peaked at $428K in Q3 2020. 450 funds tracked by Wall St. Rank hold RGEN as of Q1 2022.

  • CFM Wealth Partners reported no remaining Repligen position as of Q1 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 1,000 Repligen shares in Q1 2022, an estimated $258K.
  • CFM Wealth Partners first reported a position in Repligen in Q4 2019 and held it in 7 quarters.
  • CFM Wealth Partners's Repligen position peaked at $428K in Q3 2020.
  • 450 funds tracked by Wall St. Rank held Repligen as of Q1 2022.

Based on CFM Wealth Partners's 13F filing for Q1 2022, filed 14 Apr 2022.