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Berman Capital Advisors’s Fate Therapeutics FATE Stock Holding History

Berman Capital 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
2021
Q3 		$0 Sell
15
-14
-48% -$1.1K ﹤0.01% 2114
2021
Q2 		$2K Sell
29
-103
-78% -$8.3K ﹤0.01% 1588
2021
Q1 		$10K Buy
+132
New +$12.6K ﹤0.01% 1027

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Berman Capital Advisors's FATE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Fate Therapeutics (FATE) stake by 48% in Q3 2021, selling an estimated $1.1K and leaving 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Berman Capital Advisors first reported a position in FATE in Q1 2021 and has held it in 3 quarters since. The position peaked at $10K in Q1 2021. 265 funds tracked by Wall St. Rank hold FATE as of Q3 2021.

  • Berman Capital Advisors held 15 shares of Fate Therapeutics worth $0 as of Q3 2021.
  • Berman Capital Advisors sold 14 Fate Therapeutics shares in Q3 2021, an estimated $1.1K.
  • Fate Therapeutics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2114 holding.
  • Berman Capital Advisors first reported a position in Fate Therapeutics in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's Fate Therapeutics position peaked at $10K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.