KFI
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Key Financial Inc’s Regenxbio RGNX Stock Holding History

Key Financial Inc’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
2024
Q4 		– Sell
-50
Closed -$524 – 1399
2024
Q3 		$524 Hold
50
– – ﹤0.01% 1253
2024
Q2 		$585 Hold
50
– – ﹤0.01% 1231
2024
Q1 		$1.05K Hold
50
– – ﹤0.01% 1179
2023
Q4 		$898 Hold
50
– – ﹤0.01% 1192
2023
Q3 		$823 Hold
50
– – ﹤0.01% 1211
2023
Q2 		$1K Hold
50
– – ﹤0.01% 1242
2023
Q1 		$946 Hold
50
– – ﹤0.01% 1045
2022
Q4 		$1.32K Hold
50
– – ﹤0.01% 1000
2022
Q3 		$1K Buy
+50
New +$1.48K ﹤0.01% 1069

Other funds holding RGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return