Lenox Wealth Advisors’s Repligen RGEN Stock Holding History

Lenox Wealth Advisors’s Portfolio RGEN Stock Details RGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$56K	Hold	330	–	–	0.01%	237
2021 Q4	$87K	Hold	330	–	–	0.01%	181
2021 Q3	$95K	Hold	330	–	–	0.01%	163
2021 Q2	$66K	Hold	330	–	–	0.01%	198
2021 Q1	$64K	Hold	330	–	–	0.01%	161
2020 Q4	$63K	Hold	330	–	–	0.01%	163
2020 Q3	$49K	Hold	330	–	–	0.01%	168
2020 Q2	$41K	Hold	330	–	–	0.01%	182
2020 Q1	$32K	Hold	330	–	–	0.01%	184
2019 Q4	$31K	Buy	+330	New	+$27.7K	﹤0.01%	252

Other funds holding RGEN

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's RGEN Position: Q1 2022 in Review

Lenox Wealth Advisors held its Repligen (RGEN) position steady in Q1 2022 at 330 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #237.

Lenox Wealth Advisors first reported a position in RGEN in Q4 2019 and has held it in 10 quarters since. The position peaked at $95K in Q3 2021. 451 funds tracked by Wall St. Rank hold RGEN as of Q1 2022.

Lenox Wealth Advisors held 330 shares of Repligen worth $56K as of Q1 2022.
Lenox Wealth Advisors left its Repligen share count unchanged in Q1 2022.
Repligen made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #237 holding.
Lenox Wealth Advisors first reported a position in Repligen in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's Repligen position peaked at $95K in Q3 2021.
451 funds tracked by Wall St. Rank held Repligen as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.