AWM
ORTX

AllSquare Wealth Management’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

AllSquare Wealth Management’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35
Closed -$1K – 493
2020
Q3 		$1K Buy
+35
New +$1.81K ﹤0.01% 457

Other funds holding ORTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
CHI Advisors New York $252M AUM 56.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

AllSquare Wealth Management's ORTX Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q4 2020, closing a stake of 35 shares — an estimated $1K sold.

AllSquare Wealth Management first reported a position in ORTX in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 77 funds tracked by Wall St. Rank hold ORTX as of Q4 2020.

  • AllSquare Wealth Management reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q4 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 35 Orchard Therapeutics plc American Depositary Shares shares in Q4 2020, an estimated $1K.
  • AllSquare Wealth Management first reported a position in Orchard Therapeutics plc American Depositary Shares in Q3 2020 and held it in 1 quarter.
  • AllSquare Wealth Management's Orchard Therapeutics plc American Depositary Shares position peaked at $1K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.