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Global Retirement Partners’s Fate Therapeutics FATE Stock Holding History

Global Retirement Partners’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
2023
Q3 		– Sell
-111
Closed -$528 – 3282
2023
Q2 		$528 Sell
111
-297
-73% -$1.64K ﹤0.01% 2941
2023
Q1 		$2.58K Buy
408
+377
+1,216% +$2.27K ﹤0.01% 2410
2022
Q4 		$313 Buy
+31
New +$582 ﹤0.01% 2861
2020
Q4 		– Sell
-35
Closed -$1K – 1753
2020
Q3 		$1K Hold
35
– – ﹤0.01% 1554
2020
Q2 		$1K Hold
35
– – ﹤0.01% 1528
2020
Q1 		$1K Buy
+35
New +$885 ﹤0.01% 1482

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Global Retirement Partners's FATE Position: Q3 2023 in Review

Global Retirement Partners sold out of Fate Therapeutics (FATE) in Q3 2023, closing a stake of 111 shares — an estimated $528 sold.

Global Retirement Partners first reported a position in FATE in Q1 2020 and held it in 6 quarters. The position peaked at $2.58K in Q1 2023. 170 funds tracked by Wall St. Rank hold FATE as of Q3 2023.

  • Global Retirement Partners reported no remaining Fate Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 111 Fate Therapeutics shares in Q3 2023, an estimated $528.
  • Global Retirement Partners first reported a position in Fate Therapeutics in Q1 2020 and held it in 6 quarters.
  • Global Retirement Partners's Fate Therapeutics position peaked at $2.58K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.