HWA
ORTX

HCR Wealth Advisors’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

HCR Wealth Advisors’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$23K – 210
2021
Q3 		$23K Buy
+1,000
New +$29.8K ﹤0.01% 195

Other funds holding ORTX

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CA
CHI Advisors New York $252M AUM 56.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

HCR Wealth Advisors's ORTX Position: Q4 2021 in Review

HCR Wealth Advisors sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q4 2021, closing a stake of 1,000 shares — an estimated $23K sold.

HCR Wealth Advisors first reported a position in ORTX in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 72 funds tracked by Wall St. Rank hold ORTX as of Q4 2021.

  • HCR Wealth Advisors reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q4 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,000 Orchard Therapeutics plc American Depositary Shares shares in Q4 2021, an estimated $23K.
  • HCR Wealth Advisors first reported a position in Orchard Therapeutics plc American Depositary Shares in Q3 2021 and held it in 1 quarter.
  • HCR Wealth Advisors's Orchard Therapeutics plc American Depositary Shares position peaked at $23K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.