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Summit Wealth & Retirement Planning’s Legend Biotech LEGN Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio LEGN Stock Details LEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,123
Closed -$356K – 111
2022
Q4 		$356K Hold
7,123
– – 0.14% 76
2022
Q3 		$291K Hold
7,123
– – 0.12% 87
2022
Q2 		$392K Buy
+7,123
New +$301K 0.15% 77

Other funds holding LEGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Wealth & Retirement Planning's LEGN Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Legend Biotech (LEGN) in Q1 2023, closing a stake of 7,123 shares — an estimated $356K sold.

Summit Wealth & Retirement Planning first reported a position in LEGN in Q2 2022 and held it in 3 quarters. The position peaked at $392K in Q2 2022. 160 funds tracked by Wall St. Rank hold LEGN as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Legend Biotech position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 7,123 Legend Biotech shares in Q1 2023, an estimated $356K.
  • Summit Wealth & Retirement Planning first reported a position in Legend Biotech in Q2 2022 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Legend Biotech position peaked at $392K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held Legend Biotech as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.