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Crewe Advisors’s Fate Therapeutics FATE Stock Holding History

Crewe 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
2023
Q2 		– Sell
-45
Closed -$257 – 927
2023
Q1 		$257 Hold
45
– – ﹤0.01% 788
2022
Q4 		$454 Hold
45
– – ﹤0.01% 974
2022
Q3 		$1K Hold
45
– – ﹤0.01% 1139
2022
Q2 		$1K Buy
+45
New +$1.24K ﹤0.01% 1061

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Crewe Advisors's FATE Position: Q2 2023 in Review

Crewe Advisors sold out of Fate Therapeutics (FATE) in Q2 2023, closing a stake of 45 shares — an estimated $257 sold.

Crewe Advisors first reported a position in FATE in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 188 funds tracked by Wall St. Rank hold FATE as of Q2 2023.

  • Crewe Advisors reported no remaining Fate Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 45 Fate Therapeutics shares in Q2 2023, an estimated $257.
  • Crewe Advisors first reported a position in Fate Therapeutics in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Fate Therapeutics position peaked at $1K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.