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Optimum Investment Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Optimum Investment Advisors’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$2K – 961
2021
Q1 		$2K Hold
16
– – ﹤0.01% 871
2020
Q4 		$2K Hold
16
– – ﹤0.01% 834
2020
Q3 		$1K Hold
16
– – ﹤0.01% 854
2020
Q2 		$1K Hold
16
– – ﹤0.01% 852
2020
Q1 		$1K Hold
16
– – ﹤0.01% 848
2019
Q4 		$1K Hold
16
– – ﹤0.01% 925
2019
Q3 		$1K Buy
+16
New +$869 ﹤0.01% 971

Other funds holding RARE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optimum Investment Advisors's RARE Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in RARE in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 242 funds tracked by Wall St. Rank hold RARE as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Ultragenyx Pharmaceutical position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 16 Ultragenyx Pharmaceutical shares in Q2 2021, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Ultragenyx Pharmaceutical in Q3 2019 and held it in 7 quarters.
  • Optimum Investment Advisors's Ultragenyx Pharmaceutical position peaked at $2K in Q1 2021.
  • 242 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.