LWM
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Liberty Wealth Management’s Editas Medicine EDIT Stock Holding History

Liberty Wealth Management’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
-1,000
Closed -$41K – 426
2021
Q3 		$41K Hold
1,000
– – 0.01% 463
2021
Q2 		$57K Hold
1,000
– – 0.02% 294
2021
Q1 		$62K Hold
1,000
– – 0.03% 243
2020
Q4 		$62K Hold
1,000
– – 0.03% 241
2020
Q3 		$28K Hold
1,000
– – 0.02% 338
2020
Q2 		$30K Buy
+1,000
New +$26.1K 0.02% 316

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Liberty Wealth Management's EDIT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Editas Medicine (EDIT) in Q4 2021, closing a stake of 1,000 shares — an estimated $41K sold.

Liberty Wealth Management first reported a position in EDIT in Q2 2020 and held it in 6 quarters. The position peaked at $62K in Q1 2021. 305 funds tracked by Wall St. Rank hold EDIT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Editas Medicine position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,000 Editas Medicine shares in Q4 2021, an estimated $41K.
  • Liberty Wealth Management first reported a position in Editas Medicine in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Editas Medicine position peaked at $62K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.