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Legacy Investment Solutions’s Fate Therapeutics FATE Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$147 Hold
115
– – ﹤0.01% 722
2024
Q3 		$250 Buy
+115
New +$447 ﹤0.01% 660

Other funds holding FATE

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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
JJ
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
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Investment Solutions's FATE Position: Q4 2024 in Review

Legacy Investment Solutions held its Fate Therapeutics (FATE) position steady in Q4 2024 at 115 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Legacy Investment Solutions first reported a position in FATE in Q3 2024 and has held it in 2 quarters since. The position peaked at $250 in Q3 2024. 159 funds tracked by Wall St. Rank hold FATE as of Q4 2024.

  • Legacy Investment Solutions held 115 shares of Fate Therapeutics worth $147 as of Q4 2024.
  • Legacy Investment Solutions left its Fate Therapeutics share count unchanged in Q4 2024.
  • Fate Therapeutics made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #722 holding.
  • Legacy Investment Solutions first reported a position in Fate Therapeutics in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Fate Therapeutics position peaked at $250 in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.