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Avion Wealth’s Fate Therapeutics FATE Stock Holding History

Avion Wealth’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
2026
Q1 		$0 Hold
625
– – ﹤0.01% 1350
2025
Q4 		$0 Hold
625
– – ﹤0.01% 1342
2025
Q3 		$0 Hold
625
– – ﹤0.01% 1299
2025
Q2 		$0 Buy
+625
New +$726 ﹤0.01% 1299
2023
Q4 		– Sell
-179
Closed – – 1156
2023
Q3 		$0 Buy
179
+83
+86% +$275 ﹤0.01% 922
2023
Q2 		$0 Buy
+96
New +$530 ﹤0.01% 813

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RG
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BlackRock
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VCM
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VPM
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Acadian Asset Management
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
JJ
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return