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Liberty Wealth Management’s Repligen RGEN Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-268
Closed -$77K – 882
2021
Q3 		$77K Buy
+268
New +$68.8K 0.03% 337

Other funds holding RGEN

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Liberty Wealth Management's RGEN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Repligen (RGEN) in Q4 2021, closing a stake of 268 shares — an estimated $77K sold.

Liberty Wealth Management first reported a position in RGEN in Q3 2021 and held it in 1 quarter. The position peaked at $77K in Q3 2021. 507 funds tracked by Wall St. Rank hold RGEN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Repligen position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 268 Repligen shares in Q4 2021, an estimated $77K.
  • Liberty Wealth Management first reported a position in Repligen in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Repligen position peaked at $77K in Q3 2021.
  • 507 funds tracked by Wall St. Rank held Repligen as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.