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Kelly Financial Services’s Sana Biotechnology SANA Stock Holding History

Kelly Financial Services’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$1.09K – 620
2024
Q2 		$1.09K Hold
200
– – ﹤0.01% 645
2024
Q1 		$2K Hold
200
– – ﹤0.01% 598
2023
Q4 		$816 Hold
200
– – ﹤0.01% 673
2023
Q3 		$774 Buy
+200
New +$1.07K ﹤0.01% 652

Other funds holding SANA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Crestline Management Fort Worth, Texas $53.5M AUM 80.67% 1-Year Est. Return

Kelly Financial Services's SANA Position: Q3 2024 in Review

Kelly Financial Services sold out of Sana Biotechnology (SANA) in Q3 2024, closing a stake of 200 shares — an estimated $1.09K sold.

Kelly Financial Services first reported a position in SANA in Q3 2023 and held it in 4 quarters. The position peaked at $2K in Q1 2024. 155 funds tracked by Wall St. Rank hold SANA as of Q3 2024.

  • Kelly Financial Services reported no remaining Sana Biotechnology position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 200 Sana Biotechnology shares in Q3 2024, an estimated $1.09K.
  • Kelly Financial Services first reported a position in Sana Biotechnology in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's Sana Biotechnology position peaked at $2K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Sana Biotechnology as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.