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Stone House Investment Management’s GeneDx Holdings WGS Stock Holding History

Stone House Investment Management’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31
Closed -$113 – 373
2023
Q3 		$113 Hold
31
– – ﹤0.01% 331
2023
Q2 		$185 Buy
31
+1
+3% +$8 ﹤0.01% 330
2023
Q1 		$365 Buy
+30
New +$400 ﹤0.01% 293

Other funds holding WGS

CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deerfield Management
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stone House Investment Management's WGS Position: Q4 2023 in Review

Stone House Investment Management sold out of GeneDx Holdings (WGS) in Q4 2023, closing a stake of 31 shares — an estimated $113 sold.

Stone House Investment Management first reported a position in WGS in Q1 2023 and held it in 3 quarters. The position peaked at $365 in Q1 2023. 48 funds tracked by Wall St. Rank hold WGS as of Q4 2023.

  • Stone House Investment Management reported no remaining GeneDx Holdings position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 31 GeneDx Holdings shares in Q4 2023, an estimated $113.
  • Stone House Investment Management first reported a position in GeneDx Holdings in Q1 2023 and held it in 3 quarters.
  • Stone House Investment Management's GeneDx Holdings position peaked at $365 in Q1 2023.
  • 48 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.