Moody Aldrich Partners’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History

Moody Aldrich Partners’s Portfolio RETA Stock Details RETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-51,533	Closed	-$5.25M	–	221
2023 Q2	$5.25M	Buy	51,533 +2,004	+4%	+$190K	1.02%	31
2023 Q1	$4.5M	Buy	+49,529	New	+$2.91M	0.91%	46
2020 Q3	–	Sell	-8,481	Closed	-$1.32M	–	186
2020 Q2	$1.32M	Buy	8,481 +1,130	+15%	+$172K	0.28%	93
2020 Q1	$1.06M	Sell	7,351 -8,121	-52%	-$1.57M	0.32%	91
2019 Q4	$3.16M	Buy	+15,472	New	+$2.82M	0.65%	64

Other funds holding RETA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moody Aldrich Partners's RETA Position: Q3 2023 in Review

Moody Aldrich Partners sold out of Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) in Q3 2023, closing a stake of 51,533 shares — an estimated $5.25M sold.

Moody Aldrich Partners first reported a position in RETA in Q4 2019 and held it in 5 quarters. The position peaked at $5.25M in Q2 2023. 2 funds tracked by Wall St. Rank hold RETA as of Q3 2023.

Moody Aldrich Partners reported no remaining Reata Pharmaceuticals, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Moody Aldrich Partners sold 51,533 Reata Pharmaceuticals, Inc. Class A Common Stock shares in Q3 2023, an estimated $5.25M.
Moody Aldrich Partners first reported a position in Reata Pharmaceuticals, Inc. Class A Common Stock in Q4 2019 and held it in 5 quarters.
Moody Aldrich Partners's Reata Pharmaceuticals, Inc. Class A Common Stock position peaked at $5.25M in Q2 2023.
2 funds tracked by Wall St. Rank held Reata Pharmaceuticals, Inc. Class A Common Stock as of Q3 2023.

Based on Moody Aldrich Partners's 13F filing for Q3 2023, filed 8 Nov 2023.