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Arkadios Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-225
Closed -$13K – 959
2021
Q3 		$13K Hold
225
– – ﹤0.01% 1369
2021
Q2 		$19K Buy
+225
New +$18.1K ﹤0.01% 1306

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arkadios Wealth Advisors's FATE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Fate Therapeutics (FATE) in Q4 2021, closing a stake of 225 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in FATE in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 250 funds tracked by Wall St. Rank hold FATE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Fate Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 225 Fate Therapeutics shares in Q4 2021, an estimated $13K.
  • Arkadios Wealth Advisors first reported a position in Fate Therapeutics in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Fate Therapeutics position peaked at $19K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.