IAA
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Independent Advisor Alliance’s Editas Medicine EDIT Stock Holding History

Independent Advisor Alliance’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,110
Closed -$75K – 717
2024
Q1 		$75K Buy
+10,110
New +$84K ﹤0.01% 681
2023
Q4 		– Sell
-10,348
Closed -$80.7K – 684
2023
Q3 		$80.7K Buy
+10,348
New +$88.7K ﹤0.01% 630

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Independent Advisor Alliance's EDIT Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Editas Medicine (EDIT) in Q2 2024, closing a stake of 10,110 shares — an estimated $75K sold.

Independent Advisor Alliance first reported a position in EDIT in Q3 2023 and held it in 2 quarters. The position peaked at $80.7K in Q3 2023. 235 funds tracked by Wall St. Rank hold EDIT as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Editas Medicine position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,110 Editas Medicine shares in Q2 2024, an estimated $75K.
  • Independent Advisor Alliance first reported a position in Editas Medicine in Q3 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Editas Medicine position peaked at $80.7K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.