Clear Perspectives Financial Planning’s Repligen RGEN Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$164K	Hold	975	–	–	0.09%	45
2022 Q4	$165K	Hold	975	–	–	0.09%	48
2022 Q3	$182K	Sell	975 -124	-11%	-$26.1K	0.09%	48
2022 Q2	$178K	Sell	1,099 -87	-7%	-$13.8K	0.07%	54
2022 Q1	$223K	Hold	1,186	–	–	0.08%	50
2021 Q4	$314K	Hold	1,186	–	–	0.13%	48
2021 Q3	$343K	Sell	1,186 -250	-17%	-$64.1K	0.16%	47
2021 Q2	$287K	Hold	1,436	–	–	0.14%	53
2021 Q1	$279K	Sell	1,436 -300	-17%	-$61.5K	0.16%	49
2020 Q4	$333K	Buy	+1,736	New	+$316K	0.21%	41

Other funds holding RGEN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Clear Perspectives Financial Planning's RGEN Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Repligen (RGEN) position steady in Q1 2023 at 975 shares worth $164K. The position accounts for 0.09% of the portfolio, ranked #45.

Clear Perspectives Financial Planning first reported a position in RGEN in Q4 2020 and has held it in 10 quarters since. The position peaked at $343K in Q3 2021. 446 funds tracked by Wall St. Rank hold RGEN as of Q1 2023.

Clear Perspectives Financial Planning held 975 shares of Repligen worth $164K as of Q1 2023.
Clear Perspectives Financial Planning left its Repligen share count unchanged in Q1 2023.
Repligen made up 0.09% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #45 holding.
Clear Perspectives Financial Planning first reported a position in Repligen in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Repligen position peaked at $343K in Q3 2021.
446 funds tracked by Wall St. Rank held Repligen as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.