Concord Wealth Partners’s Regenxbio RGNX Stock Holding History

Concord Wealth Partners’s Portfolio RGNX Stock Details RGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-25	Closed	-$1K	–	1091
2021 Q1	$1K	Buy	+25	New	+$1.07K	﹤0.01%	946

Other funds holding RGNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's RGNX Position: Q2 2021 in Review

Concord Wealth Partners sold out of Regenxbio (RGNX) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in RGNX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 172 funds tracked by Wall St. Rank hold RGNX as of Q2 2021.

Concord Wealth Partners reported no remaining Regenxbio position as of Q2 2021 after selling out during the quarter.
Concord Wealth Partners sold 25 Regenxbio shares in Q2 2021, an estimated $1K.
Concord Wealth Partners first reported a position in Regenxbio in Q1 2021 and held it in 1 quarter.
Concord Wealth Partners's Regenxbio position peaked at $1K in Q1 2021.
172 funds tracked by Wall St. Rank held Regenxbio as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.