IFAM
FATE icon

Institutional & Family Asset Management’s Fate Therapeutics FATE Stock Holding History

Institutional & Family Asset 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
2023
Q1 		– Sell
-13
Closed -$131 – 738
2022
Q4 		$131 Buy
13
+8
+160% +$150 ﹤0.01% 706
2022
Q3 		$0 Hold
5
– – ﹤0.01% 725
2022
Q2 		$0 Hold
5
– – ﹤0.01% 741
2022
Q1 		$0 Buy
+5
New +$194 ﹤0.01% 794
2021
Q4 		– Sell
-5
Closed – – 841
2021
Q3 		$0 Sell
5
-4
-44% -$314 ﹤0.01% 928
2021
Q2 		$1K Hold
9
– – ﹤0.01% 886
2021
Q1 		$1K Sell
9
-5
-36% -$479 ﹤0.01% 861
2020
Q4 		$1K Buy
+14
New +$869 ﹤0.01% 832

Other funds holding FATE

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Institutional & Family Asset Management's FATE Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Fate Therapeutics (FATE) in Q1 2023, closing a stake of 13 shares — an estimated $131 sold.

Institutional & Family Asset Management first reported a position in FATE in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2021. 181 funds tracked by Wall St. Rank hold FATE as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Fate Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 13 Fate Therapeutics shares in Q1 2023, an estimated $131.
  • Institutional & Family Asset Management first reported a position in Fate Therapeutics in Q4 2020 and held it in 8 quarters.
  • Institutional & Family Asset Management's Fate Therapeutics position peaked at $1K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.