VFA
RGLS

Valeo Financial Advisors’s Regulus Therapeutics RGLS Stock Holding History

Valeo Financial Advisors’s Portfolio RGLS Stock Details RGLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-423
Closed -$7K – 1522
2021
Q1 		$7K Sell
423
-10
-2% -$148 ﹤0.01% 1468
2020
Q4 		$6K Buy
433
+200
+86% +$1.47K ﹤0.01% 1339
2020
Q3 		$1K Hold
233
– – ﹤0.01% 1512
2020
Q2 		$2K Hold
233
– – ﹤0.01% 1788
2020
Q1 		$1K Hold
233
– – ﹤0.01% 1701
2019
Q4 		$2K Hold
233
– – ﹤0.01% 1479
2019
Q3 		$2K Buy
+233
New +$1.9K ﹤0.01% 1403
2019
Q2 		– Sell
-225
Closed -$2K – 1643
2019
Q1 		$2K Buy
+225
New +$2.45K ﹤0.01% 1384

Other funds holding RGLS

NMC
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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
ACM
Asymmetry Capital Management San Francisco, California $188M AUM 44.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return