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Values First Advisors’s Dyne Therapeutics DYN Stock Holding History

Values First Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,720
Closed -$61.8K – 243
2024
Q3 		$61.8K Buy
+1,720
New +$68.5K 0.03% 216

Other funds holding DYN

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Values First Advisors's DYN Position: Q4 2024 in Review

Values First Advisors sold out of Dyne Therapeutics (DYN) in Q4 2024, closing a stake of 1,720 shares — an estimated $61.8K sold.

Values First Advisors first reported a position in DYN in Q3 2024 and held it in 1 quarter. The position peaked at $61.8K in Q3 2024. 200 funds tracked by Wall St. Rank hold DYN as of Q4 2024.

  • Values First Advisors reported no remaining Dyne Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 1,720 Dyne Therapeutics shares in Q4 2024, an estimated $61.8K.
  • Values First Advisors first reported a position in Dyne Therapeutics in Q3 2024 and held it in 1 quarter.
  • Values First Advisors's Dyne Therapeutics position peaked at $61.8K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.