OIA
RARE icon

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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return