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High Net Worth Advisory Group’s Fate Therapeutics FATE Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-1,000
Closed -$10.1K – 313
2022
Q4 		$10.1K Sell
1,000
-2,500
-71% -$47K ﹤0.01% 503
2022
Q3 		$78K Hold
3,500
– – 0.03% 263
2022
Q2 		$87K Hold
3,500
– – 0.04% 256
2022
Q1 		$136K Hold
3,500
– – 0.05% 218
2021
Q4 		$205K Buy
+3,500
New +$198K 0.07% 187

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RG
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Vanguard Group
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BG
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JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return