CM Wealth Advisors’s Repligen RGEN Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-6,836	Closed	-$1.02M	–	375
2023 Q1	$1.02M	Buy	+6,836	New	+$1.22M	0.2%	159

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

BCM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CM Wealth Advisors's RGEN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Repligen (RGEN) in Q2 2023, closing a stake of 6,836 shares — an estimated $1.02M sold.

CM Wealth Advisors first reported a position in RGEN in Q1 2023 and held it in 1 quarter. The position peaked at $1.02M in Q1 2023. 447 funds tracked by Wall St. Rank hold RGEN as of Q2 2023.

CM Wealth Advisors reported no remaining Repligen position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,836 Repligen shares in Q2 2023, an estimated $1.02M.
CM Wealth Advisors first reported a position in Repligen in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Repligen position peaked at $1.02M in Q1 2023.
447 funds tracked by Wall St. Rank held Repligen as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.