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SGMO

Avantax Planning Partners’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-606
Closed -$10K – 1030
2018
Q3 		$10K Buy
+606
New +$9.21K ﹤0.01% 882

Other funds holding SGMO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's SGMO Position: Q4 2018 in Review

Avantax Planning Partners sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2018, closing a stake of 606 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in SGMO in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 197 funds tracked by Wall St. Rank hold SGMO as of Q4 2018.

  • Avantax Planning Partners reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 606 SANGAMO THERAPEUTICS INC shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in SANGAMO THERAPEUTICS INC in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's SANGAMO THERAPEUTICS INC position peaked at $10K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.