AWM
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Axxcess Wealth Management’s Editas Medicine EDIT Stock Holding History

Axxcess Wealth Management’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
2022
Q1 		– Sell
-9,814
Closed -$261K – 653
2021
Q4 		$261K Buy
+9,814
New +$338K 0.02% 516

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Axxcess Wealth Management's EDIT Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Editas Medicine (EDIT) in Q1 2022, closing a stake of 9,814 shares — an estimated $261K sold.

Axxcess Wealth Management first reported a position in EDIT in Q4 2021 and held it in 1 quarter. The position peaked at $261K in Q4 2021. 256 funds tracked by Wall St. Rank hold EDIT as of Q1 2022.

  • Axxcess Wealth Management reported no remaining Editas Medicine position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,814 Editas Medicine shares in Q1 2022, an estimated $261K.
  • Axxcess Wealth Management first reported a position in Editas Medicine in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's Editas Medicine position peaked at $261K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.