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Planned Solutions’s Regenxbio RGNX Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,000
Closed -$10.5K – 512
2024
Q3 		$10.5K Buy
+1,000
New +$12.2K ﹤0.01% 443
2024
Q1 		– Sell
-700
Closed -$12.6K – 441
2023
Q4 		$12.6K Buy
+700
New +$12.3K 0.01% 402
2021
Q1 		– Sell
-300
Closed -$14K – 328
2020
Q4 		$14K Buy
+300
New +$10.5K 0.01% 309

Other funds holding RGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planned Solutions's RGNX Position: Q4 2024 in Review

Planned Solutions sold out of Regenxbio (RGNX) in Q4 2024, closing a stake of 1,000 shares — an estimated $10.5K sold.

Planned Solutions first reported a position in RGNX in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2020. 177 funds tracked by Wall St. Rank hold RGNX as of Q4 2024.

  • Planned Solutions reported no remaining Regenxbio position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,000 Regenxbio shares in Q4 2024, an estimated $10.5K.
  • Planned Solutions first reported a position in Regenxbio in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Regenxbio position peaked at $14K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Regenxbio as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.