WWP
RGNX icon

WR Wealth Planners’s Regenxbio RGNX Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-192
Closed -$4.04K – 1201
2024
Q1 		$4.04K Buy
+192
New +$3.42K ﹤0.01% 757
2023
Q4 		– Sell
-135
Closed -$2.22K – 703
2023
Q3 		$2.22K Buy
+135
New +$2.45K ﹤0.01% 765

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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

WR Wealth Planners's RGNX Position: Q2 2024 in Review

WR Wealth Planners sold out of Regenxbio (RGNX) in Q2 2024, closing a stake of 192 shares — an estimated $4.04K sold.

WR Wealth Planners first reported a position in RGNX in Q3 2023 and held it in 2 quarters. The position peaked at $4.04K in Q1 2024. 181 funds tracked by Wall St. Rank hold RGNX as of Q2 2024.

  • WR Wealth Planners reported no remaining Regenxbio position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 192 Regenxbio shares in Q2 2024, an estimated $4.04K.
  • WR Wealth Planners first reported a position in Regenxbio in Q3 2023 and held it in 2 quarters.
  • WR Wealth Planners's Regenxbio position peaked at $4.04K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Regenxbio as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.