TCI Wealth Advisors’s Regenxbio RGNX Stock Holding History

TCI 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	-141	Closed	-$3.2K	–	2614
2022 Q4	$3.2K	Buy	+141	New	+$3.19K	﹤0.01%	1828
2022 Q2	–	Sell	-150	Closed	-$5K	–	2475
2022 Q1	$5K	Buy	+150	New	+$4.17K	﹤0.01%	1587
2021 Q4	–	Sell	-108	Closed	-$5K	–	2483
2021 Q3	$5K	Sell	108 -21	-16%	-$756	﹤0.01%	1637
2021 Q2	$5K	Buy	129 +82	+174%	+$2.93K	﹤0.01%	1475
2021 Q1	$2K	Buy	+47	New	+$2K	﹤0.01%	1866
2020 Q1	–	Sell	-39	Closed	-$2K	–	1712
2019 Q4	$2K	Buy	+39	New	+$1.54K	﹤0.01%	1186
2019 Q3	–	Sell	-24	Closed	-$1K	–	1608
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	1284
2019 Q1	$1K	Buy	+24	New	+$1.19K	﹤0.01%	1290
2018 Q4	–	Sell	-11	Closed	-$1K	–	1611
2018 Q3	$1K	Buy	+11	New	+$793	﹤0.01%	1306

Other funds holding RGNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Regenxbio (RGNX) in Q1 2023, closing a stake of 141 shares — an estimated $3.2K sold.

TCI Wealth Advisors first reported a position in RGNX in Q3 2018 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 174 funds tracked by Wall St. Rank hold RGNX as of Q1 2023.

TCI Wealth Advisors reported no remaining Regenxbio position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 141 Regenxbio shares in Q1 2023, an estimated $3.2K.
TCI Wealth Advisors first reported a position in Regenxbio in Q3 2018 and held it in 9 quarters.
TCI Wealth Advisors's Regenxbio position peaked at $5K in Q1 2022.
174 funds tracked by Wall St. Rank held Regenxbio as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.