BCA
SGMO

Berman Capital Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Berman Capital Advisors’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3K Sell
362
-158
-30% -$1.56K ﹤0.01% 1614
2021
Q2 		$6K Buy
520
+158
+44% +$1.79K ﹤0.01% 1305
2021
Q1 		$4K Hold
362
– – ﹤0.01% 1361
2020
Q4 		$5K Hold
362
– – ﹤0.01% 1169
2020
Q3 		$3K Hold
362
– – ﹤0.01% 1214
2020
Q2 		$3K Hold
362
– – ﹤0.01% 1177
2020
Q1 		$2K Buy
+362
New +$2.69K ﹤0.01% 1179

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Berman Capital Advisors reduced its SANGAMO THERAPEUTICS INC (SGMO) stake by 30% in Q3 2021, selling an estimated $1.56K and leaving 362 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Berman Capital Advisors first reported a position in SGMO in Q1 2020 and has held it in 7 quarters since. The position peaked at $6K in Q2 2021. 193 funds tracked by Wall St. Rank hold SGMO as of Q3 2021.

  • Berman Capital Advisors held 362 shares of SANGAMO THERAPEUTICS INC worth $3K as of Q3 2021.
  • Berman Capital Advisors sold 158 SANGAMO THERAPEUTICS INC shares in Q3 2021, an estimated $1.56K.
  • SANGAMO THERAPEUTICS INC made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1614 holding.
  • Berman Capital Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's SANGAMO THERAPEUTICS INC position peaked at $6K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2021.

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