Atria Wealth Solutions’s Fate Therapeutics FATE Stock Holding History

Atria Wealth Solutions’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
2023 Q1	–	Sell	-11,064	Closed	-$112K	–	1886
2022 Q4	$112K	Buy	+11,064	New	+$208K	﹤0.01%	1690

Other funds holding FATE

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Atria Wealth Solutions's FATE Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Fate Therapeutics (FATE) in Q1 2023, closing a stake of 11,064 shares — an estimated $112K sold.

Atria Wealth Solutions first reported a position in FATE in Q4 2022 and held it in 1 quarter. The position peaked at $112K in Q4 2022. 181 funds tracked by Wall St. Rank hold FATE as of Q1 2023.

Atria Wealth Solutions reported no remaining Fate Therapeutics position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 11,064 Fate Therapeutics shares in Q1 2023, an estimated $112K.
Atria Wealth Solutions first reported a position in Fate Therapeutics in Q4 2022 and held it in 1 quarter.
Atria Wealth Solutions's Fate Therapeutics position peaked at $112K in Q4 2022.
181 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.