Laird Norton Wetherby Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Laird Norton Wetherby Wealth 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
2022 Q2	–	Sell	-5,081	Closed	-$369K	–	966
2022 Q1	$369K	Buy	5,081 +125	+3%	+$8.7K	0.02%	629
2021 Q4	$417K	Buy	4,956 +204	+4%	+$16.6K	0.02%	591
2021 Q3	$429K	Sell	4,752 -5	-0.1%	-$452	0.03%	558
2021 Q2	$454K	Buy	+4,757	New	+$496K	0.03%	553
2021 Q1	–	Sell	-4,749	Closed	-$657K	–	875
2020 Q4	$657K	Buy	+4,749	New	+$563K	0.04%	379

Other funds holding RARE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RARE Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2022, closing a stake of 5,081 shares — an estimated $369K sold.

Laird Norton Wetherby Wealth Management first reported a position in RARE in Q4 2020 and held it in 5 quarters. The position peaked at $657K in Q4 2020. 224 funds tracked by Wall St. Rank hold RARE as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Ultragenyx Pharmaceutical position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 5,081 Ultragenyx Pharmaceutical shares in Q2 2022, an estimated $369K.
Laird Norton Wetherby Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Ultragenyx Pharmaceutical position peaked at $657K in Q4 2020.
224 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.