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BSW Wealth Partners’s Editas Medicine EDIT Stock Holding History

BSW Wealth Partners’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,291
Closed -$126K – 315
2022
Q3 		$126K Sell
10,291
-14
-0.1% -$218 0.03% 259
2022
Q2 		$122K Buy
+10,305
New +$138K 0.03% 267
2019
Q4 		– Sell
-1,150
Closed -$26K – 138
2019
Q3 		$26K Buy
1,150
+38
+3% +$941 0.01% 134
2019
Q2 		$28K Buy
+1,112
New +$26.5K 0.01% 135

Other funds holding EDIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BSW Wealth Partners's EDIT Position: Q4 2022 in Review

BSW Wealth Partners sold out of Editas Medicine (EDIT) in Q4 2022, closing a stake of 10,291 shares — an estimated $126K sold.

BSW Wealth Partners first reported a position in EDIT in Q2 2019 and held it in 4 quarters. The position peaked at $126K in Q3 2022. 250 funds tracked by Wall St. Rank hold EDIT as of Q4 2022.

  • BSW Wealth Partners reported no remaining Editas Medicine position as of Q4 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 10,291 Editas Medicine shares in Q4 2022, an estimated $126K.
  • BSW Wealth Partners first reported a position in Editas Medicine in Q2 2019 and held it in 4 quarters.
  • BSW Wealth Partners's Editas Medicine position peaked at $126K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.