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Wealthspire Advisors (Maryland)’s Regenxbio RGNX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-76
Closed -$4K – 1661
2019
Q1 		$4K Buy
76
+29
+62% +$1.44K ﹤0.01% 1920
2018
Q4 		$2K Sell
47
-13
-22% -$763 ﹤0.01% 2121
2018
Q3 		$5K Buy
60
+7
+13% +$504 ﹤0.01% 1823
2018
Q2 		$4K Buy
+53
New +$2.53K ﹤0.01% 1901

Other funds holding RGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RGNX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Regenxbio (RGNX) in Q2 2019, closing a stake of 76 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in RGNX in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 186 funds tracked by Wall St. Rank hold RGNX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Regenxbio position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Regenxbio shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Regenxbio in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Regenxbio position peaked at $5K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Regenxbio as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.