LWCFA
RGEN icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Repligen RGEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q1 		– Sell
-34
Closed -$5.76K – 609
2022
Q4 		$5.76K Buy
+34
New +$6.17K ﹤0.01% 527
2021
Q4 		– Sell
-12
Closed -$3K – 763
2021
Q3 		$3K Sell
12
-14
-54% -$3.59K ﹤0.01% 690
2021
Q2 		$5K Buy
+26
New +$5.04K ﹤0.01% 744

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RGEN Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Repligen (RGEN) in Q1 2023, closing a stake of 34 shares — an estimated $5.76K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RGEN in Q2 2021 and held it in 3 quarters. The position peaked at $5.76K in Q4 2022. 447 funds tracked by Wall St. Rank hold RGEN as of Q1 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Repligen position as of Q1 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 34 Repligen shares in Q1 2023, an estimated $5.76K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Repligen in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Repligen position peaked at $5.76K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held Repligen as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.