WIA
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Wealthstreet Investment Advisors’s Cartesian Therapeutics RNAC Stock Holding History

Wealthstreet Investment Advisors’s Portfolio RNAC Stock Details RNAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,233
Closed -$167K – 271
2021
Q1 		$167K Hold
1,233
– – 0.02% 351
2020
Q4 		$112K Buy
1,233
+483
+64% +$41.9K 0.01% 349
2020
Q3 		$56K Buy
750
+67
+10% +$5.13K 0.01% 333
2020
Q2 		$58K Buy
+683
New +$61.9K 0.01% 322

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AG
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BC
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Jacobs Levy Equity Management
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N
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MWNA
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JP Morgan Chase
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BI
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return