EWM
SGMO

Edge Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Edge Wealth Management’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-121,295
Closed -$1.15M – 444
2020
Q3 		$1.15M Buy
121,295
+2,894
+2% +$31.3K 0.26% 51
2020
Q2 		$1.06M Sell
118,401
-13,620
-10% -$126K 0.2% 66
2020
Q1 		$820K Buy
132,021
+61,244
+87% +$454K 0.18% 70
2019
Q4 		$590K Buy
70,777
+1,908
+3% +$17.5K 0.12% 93
2019
Q3 		$623K Hold
68,869
– – 0.14% 85
2019
Q2 		$736K Sell
68,869
-1,931
-3% -$20.5K 0.16% 81
2019
Q1 		$675K Buy
70,800
+20,930
+42% +$214K 0.17% 84
2018
Q4 		$573K Sell
49,870
-1,810
-4% -$22.5K 0.16% 80
2018
Q3 		$876K Buy
51,680
+11,667
+29% +$177K 0.21% 68
2018
Q2 		$568K Buy
+40,013
New +$665K 0.14% 89

Other funds holding SGMO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Wealth Management's SGMO Position: Q4 2020 in Review

Edge Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2020, closing a stake of 121,295 shares — an estimated $1.15M sold.

Edge Wealth Management first reported a position in SGMO in Q2 2018 and held it in 10 quarters. The position peaked at $1.15M in Q3 2020. 223 funds tracked by Wall St. Rank hold SGMO as of Q4 2020.

  • Edge Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 121,295 SANGAMO THERAPEUTICS INC shares in Q4 2020, an estimated $1.15M.
  • Edge Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q2 2018 and held it in 10 quarters.
  • Edge Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $1.15M in Q3 2020.
  • 223 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.