Ropes Wealth Advisors’s Aceragen Inc ACGN Stock Holding History

Ropes Wealth Advisors’s Portfolio ACGN Stock Details ACGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-601	Closed	-$3.58K	–	274
2022 Q4	$3.58K	Sell	601 -1	-0.2%	-$6	﹤0.01%	268
2022 Q3	$4K	Hold	602	–	–	﹤0.01%	254
2022 Q2	$5K	Hold	602	–	–	﹤0.01%	266
2022 Q1	$5K	Hold	602	–	–	﹤0.01%	288
2021 Q4	$6K	Hold	602	–	–	﹤0.01%	269
2021 Q3	$11K	Hold	602	–	–	﹤0.01%	275
2021 Q2	$12K	Hold	602	–	–	﹤0.01%	267
2021 Q1	$11K	Sell	602 -32	-5%	-$2.4K	﹤0.01%	245
2020 Q4	$40K	Buy	+634	New	+$36.4K	0.01%	413
2019 Q1	–	Sell	-736	Closed	-$35K	–	539
2018 Q4	$35K	Hold	736	–	–	0.01%	335
2018 Q3	$111K	Hold	736	–	–	0.03%	271
2018 Q2	$132K	Hold	736	–	–	0.04%	258
2018 Q1	$184K	Buy	+736	New	+$202K	0.05%	225

Other funds holding ACGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ropes Wealth Advisors's ACGN Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of Aceragen Inc (ACGN) in Q1 2023, closing a stake of 601 shares — an estimated $3.58K sold.

Ropes Wealth Advisors first reported a position in ACGN in Q1 2018 and held it in 13 quarters. The position peaked at $184K in Q1 2018. 19 funds tracked by Wall St. Rank hold ACGN as of Q1 2023.

Ropes Wealth Advisors reported no remaining Aceragen Inc position as of Q1 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 601 Aceragen Inc shares in Q1 2023, an estimated $3.58K.
Ropes Wealth Advisors first reported a position in Aceragen Inc in Q1 2018 and held it in 13 quarters.
Ropes Wealth Advisors's Aceragen Inc position peaked at $184K in Q1 2018.
19 funds tracked by Wall St. Rank held Aceragen Inc as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.