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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 $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's RGNX Position: Q4 2024 in Review

Key Financial Inc sold out of Regenxbio (RGNX) in Q4 2024, closing a stake of 50 shares — an estimated $524 sold.

Key Financial Inc first reported a position in RGNX in Q3 2022 and held it in 9 quarters. The position peaked at $1.32K in Q4 2022. 177 funds tracked by Wall St. Rank hold RGNX as of Q4 2024.

  • Key Financial Inc reported no remaining Regenxbio position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 50 Regenxbio shares in Q4 2024, an estimated $524.
  • Key Financial Inc first reported a position in Regenxbio in Q3 2022 and held it in 9 quarters.
  • Key Financial Inc's Regenxbio position peaked at $1.32K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Regenxbio as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.