CWM
SGMO

Castle Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Castle Wealth Management’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-400
Closed -$2K – 534
2022
Q3 		$2K Hold
400
– – ﹤0.01% 592
2022
Q2 		$2K Buy
+400
New +$1.73K ﹤0.01% 587

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Castle Wealth Management's SGMO Position: Q4 2022 in Review

Castle Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2022, closing a stake of 400 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in SGMO in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 182 funds tracked by Wall St. Rank hold SGMO as of Q4 2022.

  • Castle Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 400 SANGAMO THERAPEUTICS INC shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $2K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.