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NewEdge Advisors’s Fate Therapeutics FATE Stock Holding History

NewEdge Advisors’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
2023
Q1 		– Sell
-281
Closed -$2.83K – 3655
2022
Q4 		$2.83K Buy
+281
New +$5.28K ﹤0.01% 2742
2019
Q4 		– Sell
-12,328
Closed -$168K – 830
2019
Q3 		$168K Buy
+12,328
New +$236K 0.01% 766

Other funds holding FATE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

NewEdge Advisors's FATE Position: Q1 2023 in Review

NewEdge Advisors sold out of Fate Therapeutics (FATE) in Q1 2023, closing a stake of 281 shares — an estimated $2.83K sold.

NewEdge Advisors first reported a position in FATE in Q3 2019 and held it in 2 quarters. The position peaked at $168K in Q3 2019. 181 funds tracked by Wall St. Rank hold FATE as of Q1 2023.

  • NewEdge Advisors reported no remaining Fate Therapeutics position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 281 Fate Therapeutics shares in Q1 2023, an estimated $2.83K.
  • NewEdge Advisors first reported a position in Fate Therapeutics in Q3 2019 and held it in 2 quarters.
  • NewEdge Advisors's Fate Therapeutics position peaked at $168K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.