CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Fate Therapeutics FATE Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$22K Buy
2025
Q1 		$13K Buy
2022
Q3 		– Sell
2022
Q2 		$12K Buy
2022
Q1 		$0 Sell
2021
Q4 		$3K Buy
2021
Q3 		$1K Sell
2021
Q2 		$5K Sell
2021
Q1 		$6K Buy