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CarsonAllaria Wealth Management’s Editas Medicine EDIT Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q3 		– Sell
-220
Closed -$1.81K – 374
2023
Q2 		$1.81K Hold
220
– – ﹤0.01% 325
2023
Q1 		$1.59K Hold
220
– – ﹤0.01% 313
2022
Q4 		$2K Hold
220
– – ﹤0.01% 282
2022
Q3 		$3K Hold
220
– – ﹤0.01% 260
2022
Q2 		$3K Hold
220
– – ﹤0.01% 262
2022
Q1 		$4K Buy
+220
New +$4.09K ﹤0.01% 263

Other funds holding EDIT

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's EDIT Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Editas Medicine (EDIT) in Q3 2023, closing a stake of 220 shares — an estimated $1.81K sold.

CarsonAllaria Wealth Management first reported a position in EDIT in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 220 funds tracked by Wall St. Rank hold EDIT as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Editas Medicine position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 220 Editas Medicine shares in Q3 2023, an estimated $1.81K.
  • CarsonAllaria Wealth Management first reported a position in Editas Medicine in Q1 2022 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Editas Medicine position peaked at $4K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.