EWP
FATE icon

Elevation Wealth Partners’s Fate Therapeutics FATE Stock Holding History

Elevation Wealth Partners’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
-27
Closed -$154 – 359
2023
Q1 		$154 Buy
+27
New +$163 ﹤0.01% 330

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's FATE Position: Q2 2023 in Review

Elevation Wealth Partners sold out of Fate Therapeutics (FATE) in Q2 2023, closing a stake of 27 shares — an estimated $154 sold.

Elevation Wealth Partners first reported a position in FATE in Q1 2023 and held it in 1 quarter. The position peaked at $154 in Q1 2023. 188 funds tracked by Wall St. Rank hold FATE as of Q2 2023.

  • Elevation Wealth Partners reported no remaining Fate Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 27 Fate Therapeutics shares in Q2 2023, an estimated $154.
  • Elevation Wealth Partners first reported a position in Fate Therapeutics in Q1 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Fate Therapeutics position peaked at $154 in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2023.

Based on Elevation Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.