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Ropes Wealth Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-16
Closed -$2K – 656
2020
Q4 		$2K Buy
+16
New +$1.9K ﹤0.01% 657

Other funds holding RARE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Ropes Wealth Advisors's RARE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2021, closing a stake of 16 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in RARE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 254 funds tracked by Wall St. Rank hold RARE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Ultragenyx Pharmaceutical position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 16 Ultragenyx Pharmaceutical shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Ultragenyx Pharmaceutical position peaked at $2K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.