HWMA
SGMO

Heritage Wealth Management (Arizona)’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-150
Closed -$1K – 1047
2022
Q1 		$1K Buy
+150
New +$892 ﹤0.01% 954

Other funds holding SGMO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SGMO Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2022, closing a stake of 150 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in SGMO in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 188 funds tracked by Wall St. Rank hold SGMO as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 SANGAMO THERAPEUTICS INC shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in SANGAMO THERAPEUTICS INC in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s SANGAMO THERAPEUTICS INC position peaked at $1K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.