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Financial Advocates Investment Management’s Fate Therapeutics FATE Stock Holding History

Financial Advocates Investment Management’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
2021
Q1 		– Sell
-2,200
Closed -$200K – 758
2020
Q4 		$200K Buy
+2,200
New +$137K 0.01% 680

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's FATE Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Fate Therapeutics (FATE) in Q1 2021, closing a stake of 2,200 shares — an estimated $200K sold.

Financial Advocates Investment Management first reported a position in FATE in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 260 funds tracked by Wall St. Rank hold FATE as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Fate Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,200 Fate Therapeutics shares in Q1 2021, an estimated $200K.
  • Financial Advocates Investment Management first reported a position in Fate Therapeutics in Q4 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's Fate Therapeutics position peaked at $200K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.