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Triad Wealth Partners’s Repligen RGEN Stock Holding History

Triad Wealth Partners’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$2.52K – 706
2024
Q2 		$2.52K Buy
+20
New +$3.13K ﹤0.01% 721

Other funds holding RGEN

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T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triad Wealth Partners's RGEN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Repligen (RGEN) in Q3 2024, closing a stake of 20 shares — an estimated $2.52K sold.

Triad Wealth Partners first reported a position in RGEN in Q2 2024 and held it in 1 quarter. The position peaked at $2.52K in Q2 2024. 444 funds tracked by Wall St. Rank hold RGEN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Repligen position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 20 Repligen shares in Q3 2024, an estimated $2.52K.
  • Triad Wealth Partners first reported a position in Repligen in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Repligen position peaked at $2.52K in Q2 2024.
  • 444 funds tracked by Wall St. Rank held Repligen as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.