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Castleview Partners’s Fate Therapeutics FATE Stock Holding History

Castleview Partners’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
Q1 		– Sell
-19,279
Closed -$34.5K – 295
2024
Q4 		$34.5K Sell
19,279
-1,547
-7% -$3.9K 0.02% 399
2024
Q3 		$72.9K Buy
+20,826
New +$81K 0.04% 274

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Castleview Partners's FATE Position: Q1 2025 in Review

Castleview Partners sold out of Fate Therapeutics (FATE) in Q1 2025, closing a stake of 19,279 shares — an estimated $34.5K sold.

Castleview Partners first reported a position in FATE in Q3 2024 and held it in 2 quarters. The position peaked at $72.9K in Q3 2024. 132 funds tracked by Wall St. Rank hold FATE as of Q1 2025.

  • Castleview Partners reported no remaining Fate Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 19,279 Fate Therapeutics shares in Q1 2025, an estimated $34.5K.
  • Castleview Partners first reported a position in Fate Therapeutics in Q3 2024 and held it in 2 quarters.
  • Castleview Partners's Fate Therapeutics position peaked at $72.9K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.