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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
2021
Q2 		– Sell
-2,400
Closed -$2K – 953
2021
Q1 		$2K Buy
2,400
+1,400
+140% +$79.8K ﹤0.01% 795
2020
Q4 		$1K Buy
+1,000
New +$41.1K ﹤0.01% 768

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.