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Sutton Wealth Advisors’s Regenxbio RGNX Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-482
Closed -$10.9K – 1398
2022
Q4 		$10.9K Buy
482
+127
+36% +$2.87K ﹤0.01% 912
2022
Q3 		$9.38K Hold
355
– – ﹤0.01% 908
2022
Q2 		$8.77K Sell
355
-175
-33% -$4.37K ﹤0.01% 941
2022
Q1 		$17.6K Buy
530
+94
+22% +$2.61K 0.01% 749
2021
Q4 		$14.3K Buy
436
+5
+1% +$170 ﹤0.01% 823
2021
Q3 		$18.1K Sell
431
-213
-33% -$7.66K 0.01% 726
2021
Q2 		$25K Buy
+644
New +$23K 0.01% 635
2020
Q3 		– Sell
-348
Closed -$12.8K – 1244
2020
Q2 		$12.8K Buy
348
+208
+149% +$7.75K 0.01% 643
2020
Q1 		$4.53K Sell
140
-285
-67% -$11.9K ﹤0.01% 839
2019
Q4 		$17.4K Buy
425
+144
+51% +$5.69K 0.01% 657
2019
Q3 		$10K Buy
+281
New +$11.4K 0.01% 788
2019
Q2 		– Sell
-344
Closed -$19.7K – 1202
2019
Q1 		$19.7K Sell
344
-26
-7% -$1.29K 0.01% 575
2018
Q4 		$15.5K Sell
370
-39
-10% -$2.29K 0.01% 609
2018
Q3 		$30.9K Buy
409
+29
+8% +$2.09K 0.02% 429
2018
Q2 		$27.3K Buy
+380
New +$18.1K 0.02% 471

Other funds holding RGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sutton Wealth Advisors's RGNX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Regenxbio (RGNX) in Q1 2023, closing a stake of 482 shares — an estimated $10.9K sold.

Sutton Wealth Advisors first reported a position in RGNX in Q2 2018 and held it in 15 quarters. The position peaked at $30.9K in Q3 2018. 174 funds tracked by Wall St. Rank hold RGNX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Regenxbio position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 482 Regenxbio shares in Q1 2023, an estimated $10.9K.
  • Sutton Wealth Advisors first reported a position in Regenxbio in Q2 2018 and held it in 15 quarters.
  • Sutton Wealth Advisors's Regenxbio position peaked at $30.9K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Regenxbio as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.