LPL Financial
TSHA icon

LPL Financial’s Taysha Gene Therapies TSHA Stock Holding History

LPL Financial’s Portfolio TSHA Stock Details TSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60,000
Closed -$104K – 5520
2024
Q4 		$104K Buy
+60,000
New +$124K ﹤0.01% 4990
2024
Q3 		– Sell
-48,060
Closed -$108K – 5283
2024
Q2 		$108K Buy
48,060
+5,998
+14% +$17.5K ﹤0.01% 4729
2024
Q1 		$121K Sell
42,062
-15,998
-28% -$33.3K ﹤0.01% 4638
2023
Q4 		$103K Buy
58,060
+1,125
+2% +$2.24K ﹤0.01% 4545
2023
Q3 		$180K Buy
+56,935
New +$106K ﹤0.01% 4280

Other funds holding TSHA

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

LPL Financial's TSHA Position: Q1 2025 in Review

LPL Financial sold out of Taysha Gene Therapies (TSHA) in Q1 2025, closing a stake of 60,000 shares — an estimated $104K sold.

LPL Financial first reported a position in TSHA in Q3 2023 and held it in 5 quarters. The position peaked at $180K in Q3 2023. 127 funds tracked by Wall St. Rank hold TSHA as of Q1 2025.

  • LPL Financial reported no remaining Taysha Gene Therapies position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 60,000 Taysha Gene Therapies shares in Q1 2025, an estimated $104K.
  • LPL Financial first reported a position in Taysha Gene Therapies in Q3 2023 and held it in 5 quarters.
  • LPL Financial's Taysha Gene Therapies position peaked at $180K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.