PWPS
RGNX icon

Pinnacle Wealth Planning Services’s Regenxbio RGNX Stock Holding History

Pinnacle Wealth Planning Services’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
-1,085
Closed -$49K – 1597
2020
Q4 		$49K Buy
+1,085
New +$37.9K 0.01% 807

Other funds holding RGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's RGNX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Regenxbio (RGNX) in Q1 2021, closing a stake of 1,085 shares — an estimated $49K sold.

Pinnacle Wealth Planning Services first reported a position in RGNX in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 184 funds tracked by Wall St. Rank hold RGNX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Regenxbio position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,085 Regenxbio shares in Q1 2021, an estimated $49K.
  • Pinnacle Wealth Planning Services first reported a position in Regenxbio in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Regenxbio position peaked at $49K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Regenxbio as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.