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Bell Investment Advisors’s Fate Therapeutics FATE Stock Holding History

Bell Investment Advisors’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
2025
Q1 		– Sell
-260
Closed -$429 – 1919
2024
Q4 		$429 Hold
260
– – ﹤0.01% 1820
2024
Q3 		$910 Hold
260
– – ﹤0.01% 1624
2024
Q2 		$853 Hold
260
– – ﹤0.01% 1653
2024
Q1 		$1.91K Hold
260
– – ﹤0.01% 1381
2023
Q4 		$973 Buy
+260
New +$614 ﹤0.01% 1606
2022
Q4 		– Sell
-69
Closed -$2K – 1966
2022
Q3 		$2K Sell
69
-12
-15% -$347 ﹤0.01% 1094
2022
Q2 		$2K Buy
+81
New +$2.23K ﹤0.01% 1136
2021
Q4 		$2K Buy
34
+6
+21% +$340 ﹤0.01% 1134
2021
Q3 		$2K Buy
+28
New +$2.2K ﹤0.01% 1062

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Bell Investment Advisors's FATE Position: Q1 2025 in Review

Bell Investment Advisors sold out of Fate Therapeutics (FATE) in Q1 2025, closing a stake of 260 shares — an estimated $429 sold.

Bell Investment Advisors first reported a position in FATE in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 132 funds tracked by Wall St. Rank hold FATE as of Q1 2025.

  • Bell Investment Advisors reported no remaining Fate Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 260 Fate Therapeutics shares in Q1 2025, an estimated $429.
  • Bell Investment Advisors first reported a position in Fate Therapeutics in Q3 2021 and held it in 9 quarters.
  • Bell Investment Advisors's Fate Therapeutics position peaked at $2K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.