IFP Advisors’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09K | Buy |
908
+162
| +22% | +$197 | ﹤0.01% | 4189 |
|
|
2025
Q4 | $733 | Sell |
746
-810
| -52% | -$973 | ﹤0.01% | 4170 |
|
|
2025
Q3 | $1.96K | Buy |
1,556
+1,471
| +1,731% | +$1.59K | ﹤0.01% | 3701 |
|
|
2025
Q2 | $96 | Buy |
+85
| New | +$99 | ﹤0.01% | 4738 |
|
|
2025
Q1 | – | Sell |
-28
| Closed | -$46 | – | 4415 |
|
|
2024
Q4 | $46 | Buy |
+28
| New | +$71 | ﹤0.01% | 4280 |
|
|
2024
Q3 | – | Sell |
-3,360
| Closed | -$11K | – | 3351 |
|
|
2024
Q2 | $11K | Hold |
3,360
| – | – | ﹤0.01% | 2309 |
|
|
2024
Q1 | $24.7K | Hold |
3,360
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q4 | $12.6K | Hold |
3,360
| – | – | ﹤0.01% | 2104 |
|
|
2023
Q3 | $7.12K | Hold |
3,360
| – | – | ﹤0.01% | 2393 |
|
|
2023
Q2 | $16K | Hold |
3,360
| – | – | ﹤0.01% | 2119 |
|
|
2023
Q1 | $36.7K | Sell |
3,360
-553
| -14% | -$3.34K | ﹤0.01% | 1735 |
|
|
2022
Q4 | $44K | Buy |
3,913
+37
| +1% | +$695 | ﹤0.01% | 2329 |
|
|
2022
Q3 | $43K | Buy |
3,876
+34
| +0.9% | +$982 | ﹤0.01% | 2483 |
|
|
2022
Q2 | $43K | Hold |
3,842
| – | – | ﹤0.01% | 2266 |
|
|
2022
Q1 | $43K | Buy |
+3,842
| New | +$149K | ﹤0.01% | 2266 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$12.1K | – | 3110 |
|
|
2021
Q1 | $12K | Buy |
+150
| New | +$14.4K | ﹤0.01% | 2056 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | -$318 | – | 2919 |
|
|
2019
Q3 | $0 | Buy |
+20
| New | +$383 | ﹤0.01% | 3089 |
|
|
2019
Q1 | – | Sell |
-24,158
| Closed | -$292K | – | 2681 |
|
|
2018
Q4 | $292K | Buy |
24,158
+3,184
| +15% | +$44.4K | 0.02% | 726 |
|
|
2018
Q3 | $342K | Sell |
20,974
-3,526
| -14% | -$41.7K | 0.01% | 826 |
|
|
2018
Q2 | $278K | Buy |
24,500
+14,900
| +155% | +$164K | 0.01% | 908 |
|
|
2018
Q1 | $59K | Hold |
9,600
| – | – | ﹤0.01% | 1718 |
|
|
2017
Q4 | $59K | Buy |
9,600
+4,000
| +71% | +$17.8K | ﹤0.01% | 1735 |
|
|
2017
Q3 | $22K | Buy |
5,600
+500
| +10% | +$1.7K | ﹤0.01% | 2533 |
|
|
2017
Q2 | $17K | Sell |
5,100
-300
| -6% | -$1.15K | ﹤0.01% | 2666 |
|
|
2017
Q1 | $25K | Sell |
5,400
-6,640
| -55% | -$24.3K | ﹤0.01% | 2353 |
|
|
2016
Q4 | $30K | Buy |
12,040
+5,840
| +94% | +$15.6K | ﹤0.01% | 2196 |
|
|
2016
Q3 | $19K | Buy |
6,200
+1,000
| +19% | +$2.43K | ﹤0.01% | 2427 |
|
|
2016
Q2 | $9K | Buy |
+5,200
| New | +$9.43K | ﹤0.01% | 2792 |
|
|
2016
Q1 | – | Sell |
-5,200
| Closed | -$18K | – | 2695 |
|
|
2015
Q4 | $18K | Buy |
+5,200
| New | +$21.9K | ﹤0.01% | 2218 |
|
Other funds holding FATE
RG
VCM
VPM
JJ
IFP Advisors's FATE Position: Q1 2026 in Review
IFP Advisors increased its Fate Therapeutics (FATE) stake by 22% in Q1 2026, buying an estimated $197 and bringing the position to 908 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #4189.
IFP Advisors first reported a position in FATE in Q4 2015 and has held it in 29 quarters since. The position peaked at $342K in Q3 2018. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.
- IFP Advisors held 908 shares of Fate Therapeutics worth $1.09K as of Q1 2026.
- IFP Advisors bought 162 Fate Therapeutics shares in Q1 2026, an estimated $197.
- Fate Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4189 holding.
- IFP Advisors first reported a position in Fate Therapeutics in Q4 2015 and has held it in 29 quarters since.
- IFP Advisors's Fate Therapeutics position peaked at $342K in Q3 2018.
- 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.