IFP Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6K | Buy |
793
+357
| +82% | +$8.04K | ﹤0.01% | 2873 |
|
|
2025
Q4 | $10K | Buy |
436
+426
| +4,260% | +$14K | ﹤0.01% | 3065 |
|
|
2025
Q3 | $301 | Buy |
+10
| New | +$300 | ﹤0.01% | 4306 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3240 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3494 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3414 |
|
|
2023
Q4 | – | Sell |
-73
| Closed | -$2.6K | – | 3278 |
|
|
2023
Q3 | $2.6K | Hold |
73
| – | – | ﹤0.01% | 2756 |
|
|
2023
Q2 | $3.37K | Hold |
73
| – | – | ﹤0.01% | 2680 |
|
|
2023
Q1 | $5.18K | Sell |
73
-155
| -68% | -$6.65K | ﹤0.01% | 2551 |
|
|
2022
Q4 | $16K | Buy |
228
+86
| +61% | +$3.38K | ﹤0.01% | 3077 |
|
|
2022
Q3 | $10K | Hold |
142
| – | – | ﹤0.01% | 3667 |
|
|
2022
Q2 | $10K | Hold |
142
| – | – | ﹤0.01% | 3422 |
|
|
2022
Q1 | $10K | Buy |
+142
| New | +$9.88K | ﹤0.01% | 3422 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | – | – | 3442 |
|
|
2021
Q2 | $0 | Sell |
4
-10
| -71% | -$1.04K | ﹤0.01% | 3197 |
|
|
2021
Q1 | $2K | Sell |
14
-18
| -56% | -$2.45K | ﹤0.01% | 2703 |
|
|
2020
Q4 | $4K | Buy |
32
+22
| +220% | +$2.61K | ﹤0.01% | 2423 |
|
|
2020
Q3 | $1K | Buy |
+10
| New | +$829 | ﹤0.01% | 2691 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$1K | – | 3803 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 3711 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$904 | ﹤0.01% | 3759 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | – | – | 4055 |
|
|
2017
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 4179 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 4184 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 4104 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 4107 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 4011 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | +$259 | ﹤0.01% | 4026 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 3196 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1.1K | ﹤0.01% | 3545 |
|
Other funds holding RARE
VPM
VCM
RI
SI
BG