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Ropes Wealth Advisors’s Repligen RGEN Stock Holding History

Ropes Wealth Advisors’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-994
Closed -$263K – 305
2021
Q4 		$263K Hold
994
– – 0.05% 235
2021
Q3 		$287K Buy
+994
New +$255K 0.05% 234
2021
Q1 		– Sell
-1,170
Closed -$224K – 669
2020
Q4 		$224K Sell
1,170
-79
-6% -$14.4K 0.03% 220
2020
Q3 		$184K Sell
1,249
-101
-7% -$14.4K 0.04% 209
2020
Q2 		$167K Hold
1,350
– – 0.03% 204
2020
Q1 		$130K Hold
1,350
– – 0.03% 208
2019
Q4 		$125K Hold
1,350
– – 0.03% 253
2019
Q3 		$104K Hold
1,350
– – 0.02% 279
2019
Q2 		$116K Buy
+1,350
New +$92K 0.02% 267

Other funds holding RGEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return