Beaird Harris Wealth Management’s Stoke Therapeutics STOK Stock Holding History

Beaird Harris Wealth Management’s Portfolio STOK Stock Details STOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38	Closed	-$150	–	621
2023 Q3	$150	Hold	38	–	–	﹤0.01%	434
2023 Q2	$404	Hold	38	–	–	﹤0.01%	427
2023 Q1	$317	Hold	38	–	–	﹤0.01%	452
2022 Q4	$351	Sell	38 -38	-50%	-$395	﹤0.01%	713
2022 Q3	$1K	Hold	76	–	–	﹤0.01%	462
2022 Q2	$1K	Hold	76	–	–	﹤0.01%	384
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	535
2021 Q4	$2K	Buy	+76	New	+$1.81K	﹤0.01%	576

Other funds holding STOK

Skorpios Trust Limassol, Cyprus $53.2M AUM 90.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beaird Harris Wealth Management's STOK Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Stoke Therapeutics (STOK) in Q4 2023, closing a stake of 38 shares — an estimated $150 sold.

Beaird Harris Wealth Management first reported a position in STOK in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 81 funds tracked by Wall St. Rank hold STOK as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Stoke Therapeutics position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 38 Stoke Therapeutics shares in Q4 2023, an estimated $150.
Beaird Harris Wealth Management first reported a position in Stoke Therapeutics in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's Stoke Therapeutics position peaked at $2K in Q1 2022.
81 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.