EWP
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Elevation Wealth Partners’s Editas Medicine EDIT Stock Holding History

Elevation Wealth Partners’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,200
Closed -$9.88K – 354
2023
Q2 		$9.88K Hold
1,200
– – 0.01% 255
2023
Q1 		$8.7K Buy
+1,200
New +$10.7K 0.01% 268

Other funds holding EDIT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevation Wealth Partners's EDIT Position: Q3 2023 in Review

Elevation Wealth Partners sold out of Editas Medicine (EDIT) in Q3 2023, closing a stake of 1,200 shares — an estimated $9.88K sold.

Elevation Wealth Partners first reported a position in EDIT in Q1 2023 and held it in 2 quarters. The position peaked at $9.88K in Q2 2023. 220 funds tracked by Wall St. Rank hold EDIT as of Q3 2023.

  • Elevation Wealth Partners reported no remaining Editas Medicine position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,200 Editas Medicine shares in Q3 2023, an estimated $9.88K.
  • Elevation Wealth Partners first reported a position in Editas Medicine in Q1 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Editas Medicine position peaked at $9.88K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.