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Coppell Advisory Solutions’s Fate Therapeutics FATE Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-4,190
Closed -$42.3K – 1779
2023
Q3 		$42.3K Sell
4,190
-4,675
-53% -$15.5K 0.01% 373
2023
Q2 		$42.4K Buy
+8,865
New +$48.9K 0.01% 434
2023
Q1 		– Sell
-4,190
Closed -$42.3K – 491
2022
Q4 		$42.3K Buy
+4,190
New +$78.7K 0.01% 375

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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Coppell Advisory Solutions's FATE Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Fate Therapeutics (FATE) in Q4 2023, closing a stake of 4,190 shares — an estimated $42.3K sold.

Coppell Advisory Solutions first reported a position in FATE in Q4 2022 and held it in 3 quarters. The position peaked at $42.4K in Q2 2023. 159 funds tracked by Wall St. Rank hold FATE as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Fate Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,190 Fate Therapeutics shares in Q4 2023, an estimated $42.3K.
  • Coppell Advisory Solutions first reported a position in Fate Therapeutics in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Fate Therapeutics position peaked at $42.4K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.