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HighMark Wealth Management’s Fulcrum Therapeutics FULC Stock Holding History

HighMark Wealth Management’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$470 – 587
2024
Q4 		$470 Buy
+100
New +$369 ﹤0.01% 534

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighMark Wealth Management's FULC Position: Q1 2025 in Review

HighMark Wealth Management sold out of Fulcrum Therapeutics (FULC) in Q1 2025, closing a stake of 100 shares — an estimated $470 sold.

HighMark Wealth Management first reported a position in FULC in Q4 2024 and held it in 1 quarter. The position peaked at $470 in Q4 2024. 117 funds tracked by Wall St. Rank hold FULC as of Q1 2025.

  • HighMark Wealth Management reported no remaining Fulcrum Therapeutics position as of Q1 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 100 Fulcrum Therapeutics shares in Q1 2025, an estimated $470.
  • HighMark Wealth Management first reported a position in Fulcrum Therapeutics in Q4 2024 and held it in 1 quarter.
  • HighMark Wealth Management's Fulcrum Therapeutics position peaked at $470 in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.