MWM
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Mission Wealth Management’s Editas Medicine EDIT Stock Holding History

Mission 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
Q1 		– Sell
-3,145
Closed -$220K – 449
2020
Q4 		$220K Buy
+3,145
New +$129K 0.01% 392

Other funds holding EDIT

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mission Wealth Management's EDIT Position: Q1 2021 in Review

Mission Wealth Management sold out of Editas Medicine (EDIT) in Q1 2021, closing a stake of 3,145 shares — an estimated $220K sold.

Mission Wealth Management first reported a position in EDIT in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 312 funds tracked by Wall St. Rank hold EDIT as of Q1 2021.

  • Mission Wealth Management reported no remaining Editas Medicine position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 3,145 Editas Medicine shares in Q1 2021, an estimated $220K.
  • Mission Wealth Management first reported a position in Editas Medicine in Q4 2020 and held it in 1 quarter.
  • Mission Wealth Management's Editas Medicine position peaked at $220K in Q4 2020.
  • 312 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.