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Advisornet Financial’s Fate Therapeutics FATE Stock Holding History

Advisornet Financial’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$374 – 2194
2023
Q4 		$374 Hold
100
– – ﹤0.01% 2180
2023
Q3 		$212 Hold
100
– – ﹤0.01% 2126
2023
Q2 		$476 Hold
100
– – ﹤0.01% 2065
2023
Q1 		$570 Hold
100
– – ﹤0.01% 2039
2022
Q4 		$1.01K Sell
100
-370
-79% -$6.95K ﹤0.01% 1833
2022
Q3 		$11K Hold
470
– – ﹤0.01% 1304
2022
Q2 		$12K Hold
470
– – ﹤0.01% 1286
2022
Q1 		$18K Hold
470
– – ﹤0.01% 1276
2021
Q4 		$27K Hold
470
– – ﹤0.01% 1208
2021
Q3 		$28K Hold
470
– – ﹤0.01% 1158
2021
Q2 		$41K Hold
470
– – ﹤0.01% 1043
2021
Q1 		$39K Sell
470
-100
-18% -$9.58K ﹤0.01% 1012
2020
Q4 		$52K Buy
570
+260
+84% +$16.1K ﹤0.01% 856
2020
Q3 		$12K Hold
310
– – ﹤0.01% 1220
2020
Q2 		$11K Hold
310
– – ﹤0.01% 1276
2020
Q1 		$7K Buy
+310
New +$7.84K ﹤0.01% 1346

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's FATE Position: Q1 2024 in Review

Advisornet Financial sold out of Fate Therapeutics (FATE) in Q1 2024, closing a stake of 100 shares — an estimated $374 sold.

Advisornet Financial first reported a position in FATE in Q1 2020 and held it in 16 quarters. The position peaked at $52K in Q4 2020. 167 funds tracked by Wall St. Rank hold FATE as of Q1 2024.

  • Advisornet Financial reported no remaining Fate Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 100 Fate Therapeutics shares in Q1 2024, an estimated $374.
  • Advisornet Financial first reported a position in Fate Therapeutics in Q1 2020 and held it in 16 quarters.
  • Advisornet Financial's Fate Therapeutics position peaked at $52K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.