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Whipplewood Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Whipplewood Advisors’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$471 – 1256
2025
Q1 		$471 Sell
7
-6
-46% -$404 ﹤0.01% 1131
2024
Q4 		$547 Buy
+13
New +$547 ﹤0.01% 1103