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Mount Yale Investment Advisors’s Repligen RGEN Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-179
Closed -$22.3K – 1401
2025
Q2 		$22.3K Buy
+179
New +$22.8K ﹤0.01% 1023
2019
Q3 		– Sell
-2,245
Closed -$202K – 330
2019
Q2 		$202K Buy
+2,245
New +$153K 0.04% 291
2018
Q4 		– Sell
-1,290
Closed -$88K – 671
2018
Q3 		$88K Buy
1,290
+33
+3% +$1.7K 0.02% 481
2018
Q2 		$59K Buy
1,257
+861
+217% +$35.4K 0.01% 601
2018
Q1 		$14K Buy
+396
New +$13.9K ﹤0.01% 822

Other funds holding RGEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return