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Dynasty Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Dynasty Wealth Management’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,209
Closed -$289K – 264
2024
Q3 		$289K Buy
+5,209
New +$265K 0.01% 204

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Wellington Management Group
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RI
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RSCM
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Dynasty Wealth Management's RARE Position: Q4 2024 in Review

Dynasty Wealth Management sold out of Ultragenyx Pharmaceutical (RARE) in Q4 2024, closing a stake of 5,209 shares — an estimated $289K sold.

Dynasty Wealth Management first reported a position in RARE in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 312 funds tracked by Wall St. Rank hold RARE as of Q4 2024.

  • Dynasty Wealth Management reported no remaining Ultragenyx Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,209 Ultragenyx Pharmaceutical shares in Q4 2024, an estimated $289K.
  • Dynasty Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Ultragenyx Pharmaceutical position peaked at $289K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.