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Bleakley Financial Group’s Fate Therapeutics FATE Stock Holding History

Bleakley Financial Group’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
-10,001
Closed -$16.5K – 665
2024
Q4 		$16.5K Sell
10,001
-1,238
-11% -$3.12K ﹤0.01% 1043
2024
Q3 		$39.3K Sell
11,239
-180
-2% -$700 ﹤0.01% 1007
2024
Q2 		$37.5K Buy
11,419
+403
+4% +$1.76K ﹤0.01% 992
2024
Q1 		$80.9K Buy
11,016
+13
+0.1% +$80 ﹤0.01% 941
2023
Q4 		$41.2K Sell
11,003
-1,009
-8% -$2.38K ﹤0.01% 932
2023
Q3 		$25.5K Buy
+12,012
New +$39.8K ﹤0.01% 868

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

Bleakley Financial Group's FATE Position: Q1 2025 in Review

Bleakley Financial Group sold out of Fate Therapeutics (FATE) in Q1 2025, closing a stake of 10,001 shares — an estimated $16.5K sold.

Bleakley Financial Group first reported a position in FATE in Q3 2023 and held it in 6 quarters. The position peaked at $80.9K in Q1 2024. 132 funds tracked by Wall St. Rank hold FATE as of Q1 2025.

  • Bleakley Financial Group reported no remaining Fate Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 10,001 Fate Therapeutics shares in Q1 2025, an estimated $16.5K.
  • Bleakley Financial Group first reported a position in Fate Therapeutics in Q3 2023 and held it in 6 quarters.
  • Bleakley Financial Group's Fate Therapeutics position peaked at $80.9K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.