Sigma Planning Corp’s Regenxbio RGNX Stock Holding History

Sigma Planning Corp’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
2025 Q2	–	Sell	-35,860	Closed	-$256K	–	1326
2025 Q1	$256K	Sell	35,860 -1,450	-4%	-$10.8K	0.01%	1026
2024 Q4	$288K	Sell	37,310 -900	-2%	-$8.45K	0.01%	944
2024 Q3	$401K	Buy	38,210 +5,701	+18%	+$69.5K	0.01%	826
2024 Q2	$380K	Buy	32,509 +4,934	+18%	+$76.8K	0.01%	834
2024 Q1	$581K	Buy	27,575 +15,145	+122%	+$269K	0.02%	706
2023 Q4	$223K	Sell	12,430 -22,011	-64%	-$388K	0.02%	740
2023 Q3	$567K	Sell	34,441 -15	-0%	-$272	0.02%	653
2023 Q2	$689K	Buy	34,456 +4,610	+15%	+$88.8K	0.02%	606
2023 Q1	$564K	Buy	29,846 +7,175	+32%	+$159K	0.02%	748
2022 Q4	$514K	Sell	22,671 -107	-0.5%	-$2.42K	0.02%	753
2022 Q3	$602K	Sell	22,778 -2,070	-8%	-$61.4K	0.02%	661
2022 Q2	$614K	Buy	24,848 +177	+0.7%	+$4.42K	0.02%	675
2022 Q1	$819K	Sell	24,671 -25	-0.1%	-$694	0.02%	624
2021 Q4	$808K	Sell	24,696 -117	-0.5%	-$3.98K	0.02%	632
2021 Q3	$1.04M	Buy	24,813 +906	+4%	+$32.6K	0.03%	527
2021 Q2	$929K	Buy	23,907 +142	+0.6%	+$5.08K	0.03%	582
2021 Q1	$811K	Buy	+23,765	New	+$1.01M	0.03%	581
2018 Q3	–	Sell	-3,180	Closed	-$228K	–	989
2018 Q2	$228K	Buy	+3,180	New	+$152K	0.02%	776

Other funds holding RGNX

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return