WMP
CCXI

Wealth Management Partners’s ChemoCentryx, Inc. CCXI Stock Holding History

Wealth Management Partners’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,010
Closed -$240K – 125
2021
Q1 		$240K Buy
5,010
+762
+18% +$45.8K 0.18% 108
2020
Q4 		$252K Buy
+4,248
New +$243K 0.2% 104

Other funds holding CCXI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Management Partners's CCXI Position: Q2 2021 in Review

Wealth Management Partners sold out of ChemoCentryx, Inc. (CCXI) in Q2 2021, closing a stake of 5,010 shares — an estimated $240K sold.

Wealth Management Partners first reported a position in CCXI in Q4 2020 and held it in 2 quarters. The position peaked at $252K in Q4 2020. 146 funds tracked by Wall St. Rank hold CCXI as of Q2 2021.

  • Wealth Management Partners reported no remaining ChemoCentryx, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Partners sold 5,010 ChemoCentryx, Inc. shares in Q2 2021, an estimated $240K.
  • Wealth Management Partners first reported a position in ChemoCentryx, Inc. in Q4 2020 and held it in 2 quarters.
  • Wealth Management Partners's ChemoCentryx, Inc. position peaked at $252K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q2 2021.

Based on Wealth Management Partners's 13F filing for Q2 2021, filed 14 Jul 2021.