Carroll Financial Associates’s Editas Medicine EDIT Stock Holding History

Carroll Financial Associates’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 Q4	$28K	Hold	1,028	–	–	﹤0.01%	874
2021 Q3	$42K	Hold	1,028	–	–	﹤0.01%	788
2021 Q2	$58K	Sell	1,028 -317	-24%	-$11.7K	﹤0.01%	763
2021 Q1	$56K	Buy	1,345 +1,220	+976%	+$69.5K	﹤0.01%	740
2020 Q4	$8K	Hold	125	–	–	﹤0.01%	1161
2020 Q3	$3K	Buy	+125	New	+$4.07K	﹤0.01%	1270
2020 Q1	–	Sell	-325	Closed	-$9K	–	1499
2019 Q4	$9K	Hold	325	–	–	﹤0.01%	1089
2019 Q3	$7K	Hold	325	–	–	﹤0.01%	1101
2019 Q2	$8K	Hold	325	–	–	﹤0.01%	1068
2019 Q1	$7K	Hold	325	–	–	﹤0.01%	1025
2018 Q4	$8K	Buy	+325	New	+$8.84K	﹤0.01%	914

Other funds holding EDIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carroll Financial Associates's EDIT Position: Q4 2021 in Review

Carroll Financial Associates held its Editas Medicine (EDIT) position steady in Q4 2021 at 1,028 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Carroll Financial Associates first reported a position in EDIT in Q4 2018 and has held it in 11 quarters since. The position peaked at $58K in Q2 2021. 306 funds tracked by Wall St. Rank hold EDIT as of Q4 2021.

Carroll Financial Associates held 1,028 shares of Editas Medicine worth $28K as of Q4 2021.
Carroll Financial Associates left its Editas Medicine share count unchanged in Q4 2021.
Editas Medicine made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #874 holding.
Carroll Financial Associates first reported a position in Editas Medicine in Q4 2018 and has held it in 11 quarters since.
Carroll Financial Associates's Editas Medicine position peaked at $58K in Q2 2021.
306 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.