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Blue Trust Inc’s Fate Therapeutics FATE Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-132
Closed -$433 – 2608
2024
Q3 		$433 Buy
132
+92
+230% +$358 ﹤0.01% 2809
2024
Q2 		$294 Buy
+40
New +$175 ﹤0.01% 2645
2024
Q1 		– Sell
-369
Closed -$1K – 2356
2023
Q4 		$1K Buy
+369
New +$871 ﹤0.01% 2306
2023
Q1 		– Sell
-95
Closed -$2K – 2409
2022
Q4 		$2K Buy
+95
New +$1.78K ﹤0.01% 1915

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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 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
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blue Trust Inc's FATE Position: Q4 2024 in Review

Blue Trust Inc sold out of Fate Therapeutics (FATE) in Q4 2024, closing a stake of 132 shares — an estimated $433 sold.

Blue Trust Inc first reported a position in FATE in Q4 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2022. 159 funds tracked by Wall St. Rank hold FATE as of Q4 2024.

  • Blue Trust Inc reported no remaining Fate Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 132 Fate Therapeutics shares in Q4 2024, an estimated $433.
  • Blue Trust Inc first reported a position in Fate Therapeutics in Q4 2022 and held it in 4 quarters.
  • Blue Trust Inc's Fate Therapeutics position peaked at $2K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.