Valeo Financial Advisors’s Regenxbio RGNX Stock Holding History

Valeo Financial 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
2021 Q1	–	Sell	-2	Closed	–	–	2154
2020 Q4	$0	Buy	+2	New	+$70	﹤0.01%	1816

Other funds holding RGNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's RGNX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Regenxbio (RGNX) in Q1 2021, closing a stake of 2 shares.

Valeo Financial Advisors first reported a position in RGNX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 184 funds tracked by Wall St. Rank hold RGNX as of Q1 2021.

Valeo Financial Advisors reported no remaining Regenxbio position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2 Regenxbio shares in Q1 2021.
Valeo Financial Advisors first reported a position in Regenxbio in Q4 2020 and held it in 1 quarter.
Valeo Financial Advisors's Regenxbio position peaked at $0 in Q4 2020.
184 funds tracked by Wall St. Rank held Regenxbio as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.