Institute for Wealth Management’s Fate Therapeutics FATE Stock Holding History

Institute for Wealth Management’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
2025 Q1	–	Sell	-66,886	Closed	-$110K	–	533
2024 Q4	$110K	Buy	+66,886	New	+$169K	0.01%	502
2024 Q3	–	Sell	-66,886	Closed	-$219K	–	552
2024 Q2	$219K	Sell	66,886 -42	-0.1%	-$184	0.03%	456
2024 Q1	$491K	Buy	+66,928	New	+$414K	0.06%	296

Other funds holding FATE

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Institute for Wealth Management's FATE Position: Q1 2025 in Review

Institute for Wealth Management sold out of Fate Therapeutics (FATE) in Q1 2025, closing a stake of 66,886 shares — an estimated $110K sold.

Institute for Wealth Management first reported a position in FATE in Q1 2024 and held it in 3 quarters. The position peaked at $491K in Q1 2024. 132 funds tracked by Wall St. Rank hold FATE as of Q1 2025.

Institute for Wealth Management reported no remaining Fate Therapeutics position as of Q1 2025 after selling out during the quarter.
Institute for Wealth Management sold 66,886 Fate Therapeutics shares in Q1 2025, an estimated $110K.
Institute for Wealth Management first reported a position in Fate Therapeutics in Q1 2024 and held it in 3 quarters.
Institute for Wealth Management's Fate Therapeutics position peaked at $491K in Q1 2024.
132 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.