WR Wealth Planners’s Zymeworks ZYME Stock Holding History

WR Wealth Planners’s Portfolio ZYME Stock Details ZYME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$410	Hold	28	–	–	﹤0.01%	1009
2024 Q3	$351	Buy	+28	New	+$305	﹤0.01%	1072

Other funds holding ZYME

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WR Wealth Planners's ZYME Position: Q4 2024 in Review

WR Wealth Planners held its Zymeworks (ZYME) position steady in Q4 2024 at 28 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

WR Wealth Planners first reported a position in ZYME in Q3 2024 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold ZYME as of Q4 2024.

WR Wealth Planners held 28 shares of Zymeworks worth $410 as of Q4 2024.
WR Wealth Planners left its Zymeworks share count unchanged in Q4 2024.
Zymeworks made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1009 holding.
WR Wealth Planners first reported a position in Zymeworks in Q3 2024 and has held it in 2 quarters since.
172 funds tracked by Wall St. Rank held Zymeworks as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.