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Laurel Wealth Advisors (North Carolina)’s Fate Therapeutics FATE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q1 		– Sell
-170
Closed -$10K – 677
2021
Q4 		$10K Hold
170
– – ﹤0.01% 408
2021
Q3 		$10K Hold
170
– – ﹤0.01% 414
2021
Q2 		$15K Buy
+170
New +$13.7K ﹤0.01% 412

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FATE Position: Q1 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fate Therapeutics (FATE) in Q1 2022, closing a stake of 170 shares — an estimated $10K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FATE in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 250 funds tracked by Wall St. Rank hold FATE as of Q1 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fate Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 170 Fate Therapeutics shares in Q1 2022, an estimated $10K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fate Therapeutics in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fate Therapeutics position peaked at $15K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 2 May 2022.