IWM
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IHT Wealth Management’s GeneDx Holdings WGS Stock Holding History

IHT Wealth Management’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-532
Closed -$133K – 858
2021
Q3 		$133K Buy
532
+156
+41% +$53.6K 0.01% 768
2021
Q2 		$174K Buy
376
+44
+13% +$18.9K 0.01% 888
2021
Q1 		$163K Buy
+332
New +$173K 0.01% 789

Other funds holding WGS

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

IHT Wealth Management's WGS Position: Q4 2021 in Review

IHT Wealth Management sold out of GeneDx Holdings (WGS) in Q4 2021, closing a stake of 532 shares — an estimated $133K sold.

IHT Wealth Management first reported a position in WGS in Q1 2021 and held it in 3 quarters. The position peaked at $174K in Q2 2021. 112 funds tracked by Wall St. Rank hold WGS as of Q4 2021.

  • IHT Wealth Management reported no remaining GeneDx Holdings position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 532 GeneDx Holdings shares in Q4 2021, an estimated $133K.
  • IHT Wealth Management first reported a position in GeneDx Holdings in Q1 2021 and held it in 3 quarters.
  • IHT Wealth Management's GeneDx Holdings position peaked at $174K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.