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Clearstead Advisors’s Fate Therapeutics FATE Stock Holding History

Clearstead Advisors’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
2026
Q1 		– Sell
-18
Closed -$18 – 2453
2025
Q4 		$18 Sell
18
-1,268
-99% -$1.52K ﹤0.01% 2696
2025
Q3 		$1.62K Buy
1,286
+644
+100% +$694 ﹤0.01% 2516
2025
Q2 		$720 Buy
+642
New +$746 ﹤0.01% 2463
2021
Q4 		– Sell
-12
Closed -$1K – 1328
2021
Q3 		$1K Hold
12
– – ﹤0.01% 1201
2021
Q2 		$1K Buy
+12
New +$967 ﹤0.01% 1144

Other funds holding FATE

RG
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BlackRock
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VCM
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VPM
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return