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Edge Wealth Management’s Precision BioSciences DTIL Stock Holding History

Edge Wealth Management’s Portfolio DTIL Stock Details DTIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-225
Closed -$94K – 639
2019
Q4 		$94K Buy
225
+92
+69% +$28.9K 0.02% 197
2019
Q3 		$33K Hold
133
– – 0.01% 288
2019
Q2 		$53K Buy
+133
New +$53.5K 0.01% 253

Other funds holding DTIL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CA
CHI Advisors New York $252M AUM 56.99% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

Edge Wealth Management's DTIL Position: Q1 2020 in Review

Edge Wealth Management sold out of Precision BioSciences (DTIL) in Q1 2020, closing a stake of 225 shares — an estimated $94K sold.

Edge Wealth Management first reported a position in DTIL in Q2 2019 and held it in 3 quarters. The position peaked at $94K in Q4 2019. 109 funds tracked by Wall St. Rank hold DTIL as of Q1 2020.

  • Edge Wealth Management reported no remaining Precision BioSciences position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 225 Precision BioSciences shares in Q1 2020, an estimated $94K.
  • Edge Wealth Management first reported a position in Precision BioSciences in Q2 2019 and held it in 3 quarters.
  • Edge Wealth Management's Precision BioSciences position peaked at $94K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Precision BioSciences as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.