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West Financial Advisors’s Dyne Therapeutics DYN Stock Holding History

West Financial 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
2021
Q2 		– Sell
-999
Closed -$16K – 149
2021
Q1 		$16K Buy
+999
New +$19.3K 0.01% 117

Other funds holding DYN

MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

West Financial Advisors's DYN Position: Q2 2021 in Review

West Financial Advisors sold out of Dyne Therapeutics (DYN) in Q2 2021, closing a stake of 999 shares — an estimated $16K sold.

West Financial Advisors first reported a position in DYN in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 76 funds tracked by Wall St. Rank hold DYN as of Q2 2021.

  • West Financial Advisors reported no remaining Dyne Therapeutics position as of Q2 2021 after selling out during the quarter.
  • West Financial Advisors sold 999 Dyne Therapeutics shares in Q2 2021, an estimated $16K.
  • West Financial Advisors first reported a position in Dyne Therapeutics in Q1 2021 and held it in 1 quarter.
  • West Financial Advisors's Dyne Therapeutics position peaked at $16K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2021.

Based on West Financial Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.