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Focused Wealth Management’s Editas Medicine EDIT Stock Holding History

Focused Wealth Management’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
2024
Q1 		– Sell
-2,827
Closed -$28.6K – 407
2023
Q4 		$28.6K Sell
2,827
-378
-12% -$3.32K ﹤0.01% 385
2023
Q3 		$25K Sell
3,205
-50
-2% -$429 ﹤0.01% 388
2023
Q2 		$26.8K Hold
3,255
– – ﹤0.01% 384
2023
Q1 		$23.6K Buy
3,255
+294
+10% +$2.61K ﹤0.01% 418
2022
Q4 		$26.3K Sell
2,961
-325
-10% -$3.57K 0.01% 384
2022
Q3 		$40K Sell
3,286
-60
-2% -$935 0.01% 309
2022
Q2 		$40K Hold
3,346
– – 0.01% 314
2022
Q1 		$64K Sell
3,346
-36
-1% -$669 0.01% 284
2021
Q4 		$90K Sell
3,382
-70
-2% -$2.41K 0.01% 289
2021
Q3 		$142K Sell
3,452
-250
-7% -$13.7K 0.02% 227
2021
Q2 		$210K Sell
3,702
-839
-18% -$31K 0.03% 162
2021
Q1 		$191K Sell
4,541
-1,980
-30% -$113K 0.03% 172
2020
Q4 		$457K Sell
6,521
-3,603
-36% -$148K 0.09% 96
2020
Q3 		$284K Sell
10,124
-2,320
-19% -$75.6K 0.06% 115
2020
Q2 		$368K Sell
12,444
-119
-0.9% -$3.11K 0.09% 96
2020
Q1 		$249K Sell
12,563
-5,242
-29% -$132K 0.07% 110
2019
Q4 		$527K Sell
17,805
-1,804
-9% -$45.1K 0.12% 82
2019
Q3 		$446K Sell
19,609
-3,679
-16% -$91.1K 0.12% 85
2019
Q2 		$576K Sell
23,288
-2,903
-11% -$69.3K 0.15% 77
2019
Q1 		$640K Buy
26,191
+1,742
+7% +$39.4K 0.19% 70
2018
Q4 		$556K Sell
24,449
-2,737
-10% -$74.5K 0.19% 80
2018
Q3 		$865K Buy
27,186
+797
+3% +$25.8K 0.29% 59
2018
Q2 		$946K Buy
26,389
+15,439
+141% +$547K 0.33% 55
2018
Q1 		$363K Buy
10,950
+130
+1% +$4.63K 0.12% 102
2017
Q4 		$332K Buy
10,820
+1,095
+11% +$27.6K 0.11% 103
2017
Q3 		$233K Buy
+9,725
New +$185K 0.08% 115

Other funds holding EDIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's EDIT Position: Q1 2024 in Review

Focused Wealth Management sold out of Editas Medicine (EDIT) in Q1 2024, closing a stake of 2,827 shares — an estimated $28.6K sold.

Focused Wealth Management first reported a position in EDIT in Q3 2017 and held it in 26 quarters. The position peaked at $946K in Q2 2018. 225 funds tracked by Wall St. Rank hold EDIT as of Q1 2024.

  • Focused Wealth Management reported no remaining Editas Medicine position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,827 Editas Medicine shares in Q1 2024, an estimated $28.6K.
  • Focused Wealth Management first reported a position in Editas Medicine in Q3 2017 and held it in 26 quarters.
  • Focused Wealth Management's Editas Medicine position peaked at $946K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.