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Harvest Group Wealth Management’s Regenxbio RGNX Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-62
Closed -$2K – 908
2019
Q4 		$2K Buy
+62
New +$2.45K ﹤0.01% 661
2019
Q3 		– Sell
-32
Closed -$1K – 1110
2019
Q2 		$1K Hold
32
– – ﹤0.01% 794
2019
Q1 		$2K Buy
+32
New +$1.58K ﹤0.01% 666

Other funds holding RGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.14B AUM 139.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Harvest Group Wealth Management's RGNX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Regenxbio (RGNX) in Q1 2020, closing a stake of 62 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in RGNX in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 170 funds tracked by Wall St. Rank hold RGNX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Regenxbio position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 62 Regenxbio shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Regenxbio in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Regenxbio position peaked at $2K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Regenxbio as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.