Institutional & Family Asset Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Institutional & Family Asset Management’s Portfolio RARE Stock Details RARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14	Closed	-$2K	–	998
2021 Q1	$2K	Sell	14 -8	-36%	-$1.09K	﹤0.01%	815
2020 Q4	$3K	Buy	22 +9	+69%	+$1.07K	﹤0.01%	721
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	806
2020 Q2	$1K	Buy	+13	New	+$860	﹤0.01%	797

Other funds holding RARE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institutional & Family Asset Management's RARE Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in RARE in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 241 funds tracked by Wall St. Rank hold RARE as of Q2 2021.

Institutional & Family Asset Management reported no remaining Ultragenyx Pharmaceutical position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 14 Ultragenyx Pharmaceutical shares in Q2 2021, an estimated $2K.
Institutional & Family Asset Management first reported a position in Ultragenyx Pharmaceutical in Q2 2020 and held it in 4 quarters.
Institutional & Family Asset Management's Ultragenyx Pharmaceutical position peaked at $3K in Q4 2020.
241 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.