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Capital Advisors Inc’s Editas Medicine EDIT Stock Holding History

Capital Advisors Inc’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
2021
Q1 		– Sell
-119,833
Closed -$8.4M – 238
2020
Q4 		$8.4M Sell
119,833
-79,443
-40% -$3.26M 0.3% 87
2020
Q3 		$5.59M Buy
199,276
+2,839
+1% +$92.5K 0.23% 87
2020
Q2 		$7.24M Buy
196,437
+7,458
+4% +$195K 0.3% 83
2020
Q1 		$3.75M Buy
188,979
+23,680
+14% +$597K 0.2% 79
2019
Q4 		$4.89M Buy
165,299
+28,225
+21% +$705K 0.21% 89
2019
Q3 		$3.39M Hold
137,074
– – 0.17% 96
2019
Q2 		$3.39M Buy
137,074
+75,782
+124% +$1.81M 0.17% 96
2019
Q1 		$1.5M Sell
61,292
-73,743
-55% -$1.67M 0.16% 91
2018
Q4 		$3.07M Buy
135,035
+13,334
+11% +$363K 0.2% 89
2018
Q3 		$3.87M Buy
121,701
+2,013
+2% +$65K 0.23% 90
2018
Q2 		$4.29M Sell
119,688
-4,086
-3% -$145K 0.26% 90
2018
Q1 		$4.1M Buy
123,774
+1,350
+1% +$48.1K 0.25% 93
2017
Q4 		$3.76M Buy
+122,424
New +$3.08M 0.22% 92

Other funds holding EDIT

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Advisors Inc's EDIT Position: Q1 2021 in Review

Capital Advisors Inc sold out of Editas Medicine (EDIT) in Q1 2021, closing a stake of 119,833 shares — an estimated $8.4M sold.

Capital Advisors Inc first reported a position in EDIT in Q4 2017 and held it in 13 quarters. The position peaked at $8.4M in Q4 2020. 312 funds tracked by Wall St. Rank hold EDIT as of Q1 2021.

  • Capital Advisors Inc reported no remaining Editas Medicine position as of Q1 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 119,833 Editas Medicine shares in Q1 2021, an estimated $8.4M.
  • Capital Advisors Inc first reported a position in Editas Medicine in Q4 2017 and held it in 13 quarters.
  • Capital Advisors Inc's Editas Medicine position peaked at $8.4M in Q4 2020.
  • 312 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2021.

Based on Capital Advisors Inc's 13F filing for Q1 2021, filed 25 May 2021.