GIM
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Grassi Investment Management’s Fate Therapeutics FATE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Hold
18,000
﹤0.01% 127
2025
Q1
$14K Hold
18,000
﹤0.01% 121
2024
Q4
$30K Hold
18,000
﹤0.01% 129
2024
Q3
$63K Hold
18,000
0.01% 126
2024
Q2
$59K Hold
18,000
0.01% 127
2024
Q1
$132K Hold
18,000
0.01% 122
2023
Q4
$67K Hold
18,000
0.01% 121
2023
Q3
$38K Hold
18,000
﹤0.01% 122
2023
Q2
$86K Hold
18,000
0.01% 124
2023
Q1
$103K Buy
+18,000
New +$103K 0.01% 125