IWM
RGNX icon

IHT Wealth Management’s Regenxbio RGNX Stock Holding History

IHT 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
2022
Q4 		– Sell
-9,937
Closed -$263K – 930
2022
Q3 		$263K Sell
9,937
-8,120
-45% -$241K 0.02% 669
2022
Q2 		$446K Hold
18,057
– – 0.04% 413
2022
Q1 		$599K Sell
18,057
-1,010
-5% -$28.1K 0.05% 373
2021
Q4 		$623K Buy
19,067
+9,800
+106% +$334K 0.05% 374
2021
Q3 		$388K Sell
9,267
-6
-0.1% -$216 0.03% 511
2021
Q2 		$360K Sell
9,273
-1,069
-10% -$38.2K 0.02% 641
2021
Q1 		$353K Sell
10,342
-2,100
-17% -$89.6K 0.03% 572
2020
Q4 		$564K Sell
12,442
-1,370
-10% -$47.9K 0.05% 367
2020
Q3 		$380K Buy
13,812
+2,620
+23% +$85.4K 0.04% 414
2020
Q2 		$412K Buy
11,192
+50
+0.4% +$1.86K 0.06% 327
2020
Q1 		$361K Sell
11,142
-290
-3% -$12.1K 0.05% 338
2019
Q4 		$468K Buy
11,432
+1,070
+10% +$42.3K 0.06% 342
2019
Q3 		$369K Buy
10,362
+2,770
+36% +$112K 0.05% 377
2019
Q2 		$390K Buy
7,592
+2,100
+38% +$105K 0.06% 343
2019
Q1 		$315K Buy
5,492
+432
+9% +$21.4K 0.05% 351
2018
Q4 		$212K Buy
5,060
+1,420
+39% +$83.3K 0.04% 412
2018
Q3 		$275K Buy
3,640
+370
+11% +$26.7K 0.06% 345
2018
Q2 		$235K Buy
+3,270
New +$156K 0.06% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IHT Wealth Management's RGNX Position: Q4 2022 in Review

IHT Wealth Management sold out of Regenxbio (RGNX) in Q4 2022, closing a stake of 9,937 shares — an estimated $263K sold.

IHT Wealth Management first reported a position in RGNX in Q2 2018 and held it in 18 quarters. The position peaked at $623K in Q4 2021. 180 funds tracked by Wall St. Rank hold RGNX as of Q4 2022.

  • IHT Wealth Management reported no remaining Regenxbio position as of Q4 2022 after selling out during the quarter.
  • IHT Wealth Management sold 9,937 Regenxbio shares in Q4 2022, an estimated $263K.
  • IHT Wealth Management first reported a position in Regenxbio in Q2 2018 and held it in 18 quarters.
  • IHT Wealth Management's Regenxbio position peaked at $623K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Regenxbio as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.