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Castle Rock Wealth Management’s Editas Medicine EDIT Stock Holding History

Castle Rock 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
2018
Q4 		– Sell
-16,315
Closed -$442K – 35
2018
Q3 		$442K Sell
16,315
-7,332
-31% -$237K 0.7% 50
2018
Q2 		$847K Buy
23,647
+6,575
+39% +$233K 1.16% 21
2018
Q1 		$566K Buy
+17,072
New +$608K 0.94% 29

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Castle Rock Wealth Management's EDIT Position: Q4 2018 in Review

Castle Rock Wealth Management sold out of Editas Medicine (EDIT) in Q4 2018, closing a stake of 16,315 shares — an estimated $442K sold.

Castle Rock Wealth Management first reported a position in EDIT in Q1 2018 and held it in 3 quarters. The position peaked at $847K in Q2 2018. 194 funds tracked by Wall St. Rank hold EDIT as of Q4 2018.

  • Castle Rock Wealth Management reported no remaining Editas Medicine position as of Q4 2018 after selling out during the quarter.
  • Castle Rock Wealth Management sold 16,315 Editas Medicine shares in Q4 2018, an estimated $442K.
  • Castle Rock Wealth Management first reported a position in Editas Medicine in Q1 2018 and held it in 3 quarters.
  • Castle Rock Wealth Management's Editas Medicine position peaked at $847K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2018.

Based on Castle Rock Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.