Mark Sheptoff Financial Planning’s Regenxbio RGNX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RGNX Stock Details RGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-300	Closed	-$14K	–	392
2020 Q4	$14K	Hold	300	–	–	0.01%	251
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	248
2020 Q2	$11K	Hold	300	–	–	0.01%	255
2020 Q1	$10K	Hold	300	–	–	0.01%	238
2019 Q4	$12K	Hold	300	–	–	0.01%	270
2019 Q3	$11K	Hold	300	–	–	0.01%	267
2019 Q2	$15K	Hold	300	–	–	0.01%	233
2019 Q1	$17K	Hold	300	–	–	0.01%	219
2018 Q4	$13K	Hold	300	–	–	0.01%	222
2018 Q3	$23K	Sell	300 -10,200	-97%	-$735K	0.02%	225
2018 Q2	$753K	Buy	+10,500	New	+$501K	0.56%	41

Other funds holding RGNX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's RGNX Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Regenxbio (RGNX) in Q1 2021, closing a stake of 300 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in RGNX in Q2 2018 and held it in 11 quarters. The position peaked at $753K in Q2 2018. 184 funds tracked by Wall St. Rank hold RGNX as of Q1 2021.

Mark Sheptoff Financial Planning reported no remaining Regenxbio position as of Q1 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Regenxbio shares in Q1 2021, an estimated $14K.
Mark Sheptoff Financial Planning first reported a position in Regenxbio in Q2 2018 and held it in 11 quarters.
Mark Sheptoff Financial Planning's Regenxbio position peaked at $753K in Q2 2018.
184 funds tracked by Wall St. Rank held Regenxbio as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.