Mackenzie Financial’s GeneDx Holdings WGS Stock Holding History

Mackenzie Financial’s Portfolio WGS Stock Details WGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-310	Closed	-$3.73K	–	1650
2023 Q1	$3.73K	Buy	+310	New	+$4.13K	﹤0.01%	1509
2022 Q4	–	Sell	-310	Closed	-$9K	–	1596
2022 Q3	$9K	Sell	310 -15	-5%	-$687	﹤0.01%	1421
2022 Q2	$14K	Buy	+325	New	+$22K	﹤0.01%	1450

Other funds holding WGS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

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

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

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

Mackenzie Financial's WGS Position: Q2 2023 in Review

Mackenzie Financial sold out of GeneDx Holdings (WGS) in Q2 2023, closing a stake of 310 shares — an estimated $3.73K sold.

Mackenzie Financial first reported a position in WGS in Q2 2022 and held it in 3 quarters. The position peaked at $14K in Q2 2022. 58 funds tracked by Wall St. Rank hold WGS as of Q2 2023.

Mackenzie Financial reported no remaining GeneDx Holdings position as of Q2 2023 after selling out during the quarter.
Mackenzie Financial sold 310 GeneDx Holdings shares in Q2 2023, an estimated $3.73K.
Mackenzie Financial first reported a position in GeneDx Holdings in Q2 2022 and held it in 3 quarters.
Mackenzie Financial's GeneDx Holdings position peaked at $14K in Q2 2022.
58 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2023.

Based on Mackenzie Financial's 13F filing for Q2 2023, filed 3 Aug 2023.