LWMI
FATE icon

Legacy Wealth Management (Idaho)’s Fate Therapeutics FATE Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-115
Closed -$91 – 790
2025
Q1 		$91 Hold
115
– – ﹤0.01% 801
2024
Q4 		$147 Hold
115
– – ﹤0.01% 722
2024
Q3 		$250 Buy
+115
New +$447 ﹤0.01% 660

Other funds holding FATE

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FATE Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Fate Therapeutics (FATE) in Q2 2025, closing a stake of 115 shares — an estimated $91 sold.

Legacy Wealth Management (Idaho) first reported a position in FATE in Q3 2024 and held it in 3 quarters. The position peaked at $250 in Q3 2024. 139 funds tracked by Wall St. Rank hold FATE as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Fate Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 115 Fate Therapeutics shares in Q2 2025, an estimated $91.
  • Legacy Wealth Management (Idaho) first reported a position in Fate Therapeutics in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Fate Therapeutics position peaked at $250 in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.