HighMark Wealth Management’s 2seventy bio TSVT Stock Holding History

HighMark Wealth Management’s Portfolio TSVT Stock Details TSVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-76	Closed	-$375	–	637
2025 Q1	$375	Hold	76	–	–	﹤0.01%	535
2024 Q4	$223	Hold	76	–	–	﹤0.01%	549
2024 Q3	$359	Hold	76	–	–	﹤0.01%	556
2024 Q2	$293	Hold	76	–	–	﹤0.01%	553
2024 Q1	$407	Hold	76	–	–	﹤0.01%	531
2023 Q4	$325	Hold	76	–	–	﹤0.01%	543
2023 Q3	$298	Hold	76	–	–	﹤0.01%	539
2023 Q2	$769	Hold	76	–	–	﹤0.01%	513
2023 Q1	$775	Hold	76	–	–	﹤0.01%	548
2022 Q4	$712	Hold	76	–	–	﹤0.01%	491
2022 Q3	$0	Hold	76	–	–	﹤0.01%	555
2022 Q2	$1K	Hold	76	–	–	﹤0.01%	495
2022 Q1	$1K	Hold	76	–	–	﹤0.01%	495
2021 Q4	$2K	Buy	+76	New	+$2.37K	﹤0.01%	456

Other funds holding TSVT

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighMark Wealth Management's TSVT Position: Q2 2025 in Review

HighMark Wealth Management sold out of 2seventy bio (TSVT) in Q2 2025, closing a stake of 76 shares — an estimated $375 sold.

HighMark Wealth Management first reported a position in TSVT in Q4 2021 and held it in 14 quarters. The position peaked at $2K in Q4 2021. 2 funds tracked by Wall St. Rank hold TSVT as of Q2 2025.

HighMark Wealth Management reported no remaining 2seventy bio position as of Q2 2025 after selling out during the quarter.
HighMark Wealth Management sold 76 2seventy bio shares in Q2 2025, an estimated $375.
HighMark Wealth Management first reported a position in 2seventy bio in Q4 2021 and held it in 14 quarters.
HighMark Wealth Management's 2seventy bio position peaked at $2K in Q4 2021.
2 funds tracked by Wall St. Rank held 2seventy bio as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.