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Private Wealth Management Group’s Regenxbio RGNX Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-27
Closed -$569 – 1593
2024
Q1 		$569 Hold
27
– – ﹤0.01% 1416
2023
Q4 		$485 Buy
+27
New +$476 ﹤0.01% 1469

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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Private Wealth Management Group's RGNX Position: Q2 2024 in Review

Private Wealth Management Group sold out of Regenxbio (RGNX) in Q2 2024, closing a stake of 27 shares — an estimated $569 sold.

Private Wealth Management Group first reported a position in RGNX in Q4 2023 and held it in 2 quarters. The position peaked at $569 in Q1 2024. 181 funds tracked by Wall St. Rank hold RGNX as of Q2 2024.

  • Private Wealth Management Group reported no remaining Regenxbio position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 27 Regenxbio shares in Q2 2024, an estimated $569.
  • Private Wealth Management Group first reported a position in Regenxbio in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Regenxbio position peaked at $569 in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Regenxbio as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.