Joseph P. Lucia & Associates’s Editas Medicine EDIT Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q4	–	Sell	-38	Closed	-$2K	–	240
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	510
2021 Q2	$2K	Sell	38 -200	-84%	-$7.39K	﹤0.01%	509
2021 Q1	$10K	Hold	238	–	–	﹤0.01%	357
2020 Q4	$17K	Buy	+238	New	+$9.78K	0.01%	285
2020 Q3	–	Sell	-365	Closed	-$11K	–	181
2020 Q2	$11K	Buy	365 +300	+462%	+$7.84K	0.01%	304
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	415
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	404
2019 Q3	$1K	Hold	65	–	–	﹤0.01%	429
2019 Q2	$2K	Sell	65 -1,705	-96%	-$40.7K	﹤0.01%	403
2019 Q1	$65	Buy	+1,770	New	+$40.1K	﹤0.01%	284

Other funds holding EDIT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Joseph P. Lucia & Associates's EDIT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Editas Medicine (EDIT) in Q4 2021, closing a stake of 38 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in EDIT in Q1 2019 and held it in 10 quarters. The position peaked at $17K in Q4 2020. 305 funds tracked by Wall St. Rank hold EDIT as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Editas Medicine position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 38 Editas Medicine shares in Q4 2021, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Editas Medicine in Q1 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Editas Medicine position peaked at $17K in Q4 2020.
305 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.