EWA
EDIT icon

Exencial Wealth Advisors’s Editas Medicine EDIT Stock Holding History

Exencial Wealth Advisors’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
2021
Q4 		– Sell
-6,645
Closed -$273K – 476
2021
Q3 		$273K Sell
6,645
-4,956
-43% -$272K 0.01% 288
2021
Q2 		$657K Buy
11,601
+5,688
+96% +$210K 0.04% 277
2021
Q1 		$248K Sell
5,913
-565
-9% -$32.2K 0.01% 377
2020
Q4 		$454K Buy
+6,478
New +$266K 0.03% 252

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Exencial Wealth Advisors's EDIT Position: Q4 2021 in Review

Exencial Wealth Advisors sold out of Editas Medicine (EDIT) in Q4 2021, closing a stake of 6,645 shares — an estimated $273K sold.

Exencial Wealth Advisors first reported a position in EDIT in Q4 2020 and held it in 4 quarters. The position peaked at $657K in Q2 2021. 305 funds tracked by Wall St. Rank hold EDIT as of Q4 2021.

  • Exencial Wealth Advisors reported no remaining Editas Medicine position as of Q4 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 6,645 Editas Medicine shares in Q4 2021, an estimated $273K.
  • Exencial Wealth Advisors first reported a position in Editas Medicine in Q4 2020 and held it in 4 quarters.
  • Exencial Wealth Advisors's Editas Medicine position peaked at $657K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2021.

Based on Exencial Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.