WAS
RETA

Winch Advisory Services’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History

Winch Advisory Services’s Portfolio RETA Stock Details RETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-22
Closed -$3K – 525
2021
Q2 		$3K Buy
+22
New +$2.48K ﹤0.01% 405

Other funds holding RETA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Winch Advisory Services's RETA Position: Q3 2021 in Review

Winch Advisory Services sold out of Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) in Q3 2021, closing a stake of 22 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in RETA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 181 funds tracked by Wall St. Rank hold RETA as of Q3 2021.

  • Winch Advisory Services reported no remaining Reata Pharmaceuticals, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Winch Advisory Services sold 22 Reata Pharmaceuticals, Inc. Class A Common Stock shares in Q3 2021, an estimated $3K.
  • Winch Advisory Services first reported a position in Reata Pharmaceuticals, Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Winch Advisory Services's Reata Pharmaceuticals, Inc. Class A Common Stock position peaked at $3K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Reata Pharmaceuticals, Inc. Class A Common Stock as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.