AOWM
SGMO

Alpha Omega Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Alpha Omega Wealth Management’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-120
Closed -$1K – 493
2019
Q2 		$1K Sell
120
-120
-50% -$1.28K ﹤0.01% 611
2019
Q1 		$2K Buy
240
+120
+100% +$1.23K ﹤0.01% 535
2018
Q4 		$1K Hold
120
– – ﹤0.01% 464
2018
Q3 		$2K Buy
120
+60
+100% +$912 ﹤0.01% 454
2018
Q2 		$1K Buy
+60
New +$997 ﹤0.01% 477

Other funds holding SGMO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alpha Omega Wealth Management's SGMO Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q3 2019, closing a stake of 120 shares — an estimated $1K sold.

Alpha Omega Wealth Management first reported a position in SGMO in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 184 funds tracked by Wall St. Rank hold SGMO as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 120 SANGAMO THERAPEUTICS INC shares in Q3 2019, an estimated $1K.
  • Alpha Omega Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q2 2018 and held it in 5 quarters.
  • Alpha Omega Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $2K in Q1 2019.
  • 184 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.