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
2019
Q1
Sell
-800
Closed -$10K 2680
2018
Q4
$10K Sell
800
-3,200
-80% -$44.6K ﹤0.01% 2500
2018
Q3
$65K Sell
4,000
-12,000
-75% -$142K ﹤0.01% 1743
2018
Q2
$181K Buy
+16,000
New +$176K 0.01% 1114

Other funds holding FATE

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.