AAS
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Avantax Advisory Services’s Editas Medicine EDIT Stock Holding History

Avantax Advisory Services’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,855
Closed -$74K – 2144
2024
Q2 		$74K Buy
15,855
+1,344
+9% +$7.58K ﹤0.01% 2027
2024
Q1 		$108K Buy
14,511
+1,829
+14% +$15.2K ﹤0.01% 1588
2023
Q4 		$128K Buy
12,682
+714
+6% +$6.27K ﹤0.01% 1517
2023
Q3 		$93.3K Sell
11,968
-1,210
-9% -$10.4K ﹤0.01% 1494
2023
Q2 		$108K Buy
+13,178
New +$115K ﹤0.01% 1444

Other funds holding EDIT

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's EDIT Position: Q3 2024 in Review

Avantax Advisory Services sold out of Editas Medicine (EDIT) in Q3 2024, closing a stake of 15,855 shares — an estimated $74K sold.

Avantax Advisory Services first reported a position in EDIT in Q2 2023 and held it in 5 quarters. The position peaked at $128K in Q4 2023. 229 funds tracked by Wall St. Rank hold EDIT as of Q3 2024.

  • Avantax Advisory Services reported no remaining Editas Medicine position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 15,855 Editas Medicine shares in Q3 2024, an estimated $74K.
  • Avantax Advisory Services first reported a position in Editas Medicine in Q2 2023 and held it in 5 quarters.
  • Avantax Advisory Services's Editas Medicine position peaked at $128K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.