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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

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SSA
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Citadel Advisors
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JP Morgan Chase
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JJ
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BBA
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Dimensional Fund Advisors
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VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return