EWA
SANA icon

EP Wealth Advisors’s Sana Biotechnology SANA Stock Holding History

EP Wealth Advisors’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,910
Closed -$45.4K – 1310
2024
Q3 		$45.4K Buy
+10,910
New +$57.3K ﹤0.01% 1165

Other funds holding SANA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EP Wealth Advisors's SANA Position: Q4 2024 in Review

EP Wealth Advisors sold out of Sana Biotechnology (SANA) in Q4 2024, closing a stake of 10,910 shares — an estimated $45.4K sold.

EP Wealth Advisors first reported a position in SANA in Q3 2024 and held it in 1 quarter. The position peaked at $45.4K in Q3 2024. 164 funds tracked by Wall St. Rank hold SANA as of Q4 2024.

  • EP Wealth Advisors reported no remaining Sana Biotechnology position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 10,910 Sana Biotechnology shares in Q4 2024, an estimated $45.4K.
  • EP Wealth Advisors first reported a position in Sana Biotechnology in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Sana Biotechnology position peaked at $45.4K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Sana Biotechnology as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.