MWM
SGMO

Merriman Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Merriman Wealth Management’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-26,000
Closed -$166K – 185
2020
Q1 		$166K Buy
26,000
+5,000
+24% +$37.1K 0.04% 146
2019
Q4 		$176K Sell
21,000
-1,000
-5% -$9.2K 0.03% 172
2019
Q3 		$199K Buy
22,000
+7,000
+47% +$78.5K 0.04% 166
2019
Q2 		$1.59K Buy
15,000
+5,000
+50% +$53.2K 0.03% 184
2019
Q1 		$95K Hold
10,000
– – 0.02% 203
2018
Q4 		$119K Buy
+10,000
New +$124K 0.03% 164

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merriman Wealth Management's SGMO Position: Q2 2020 in Review

Merriman Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2020, closing a stake of 26,000 shares — an estimated $166K sold.

Merriman Wealth Management first reported a position in SGMO in Q4 2018 and held it in 6 quarters. The position peaked at $199K in Q3 2019. 205 funds tracked by Wall St. Rank hold SGMO as of Q2 2020.

  • Merriman Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 26,000 SANGAMO THERAPEUTICS INC shares in Q2 2020, an estimated $166K.
  • Merriman Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q4 2018 and held it in 6 quarters.
  • Merriman Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $199K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.