Edge Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Edge 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
2020 Q3	–	Sell	-200	Closed	-$16K	–	590
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	404
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	410
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	435
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	437
2019 Q2	$13K	Hold	200	–	–	﹤0.01%	392
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	367
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	416
2018 Q3	$15K	Buy	+200	New	+$16.3K	﹤0.01%	399
2018 Q1	–	Sell	-300	Closed	-$13K	–	573
2017 Q4	$13K	Hold	300	–	–	﹤0.01%	350
2017 Q3	$16K	Buy	+300	New	+$17.8K	﹤0.01%	325

Other funds holding RARE

T. Rowe Price Associates

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return