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Sowell Financial Services’s Regenxbio RGNX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-232
Closed -$8K – 2239
2021
Q1 		$8K Buy
+232
New +$9.89K ﹤0.01% 2419
2020
Q3 		– Sell
-20
Closed -$1K – 2679
2020
Q2 		$1K Buy
+20
New +$746 ﹤0.01% 2353

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's RGNX Position: Q2 2021 in Review

Sowell Financial Services sold out of Regenxbio (RGNX) in Q2 2021, closing a stake of 232 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in RGNX in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 172 funds tracked by Wall St. Rank hold RGNX as of Q2 2021.

  • Sowell Financial Services reported no remaining Regenxbio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 232 Regenxbio shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Regenxbio in Q2 2020 and held it in 2 quarters.
  • Sowell Financial Services's Regenxbio position peaked at $8K in Q1 2021.
  • 172 funds tracked by Wall St. Rank held Regenxbio as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.