IFP Advisors’s Metagenomi Therapeutics MGX Stock Holding History

IFP Advisors’s Portfolio MGX Stock Details MGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,000	Closed	-$7.22K	–	4675
2024 Q4	$7.22K	Buy	+2,000	New	+$4.83K	﹤0.01%	2667

Other funds holding MGX

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

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

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

SVGI

Sozo Ventures GP II Redwood City, California $1.33M AUM 9.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CCM

Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IFP Advisors's MGX Position: Q1 2025 in Review

IFP Advisors sold out of Metagenomi Therapeutics (MGX) in Q1 2025, closing a stake of 2,000 shares — an estimated $7.22K sold.

IFP Advisors first reported a position in MGX in Q4 2024 and held it in 1 quarter. The position peaked at $7.22K in Q4 2024. 79 funds tracked by Wall St. Rank hold MGX as of Q1 2025.

IFP Advisors reported no remaining Metagenomi Therapeutics position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 2,000 Metagenomi Therapeutics shares in Q1 2025, an estimated $7.22K.
IFP Advisors first reported a position in Metagenomi Therapeutics in Q4 2024 and held it in 1 quarter.
IFP Advisors's Metagenomi Therapeutics position peaked at $7.22K in Q4 2024.
79 funds tracked by Wall St. Rank held Metagenomi Therapeutics as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.