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Occudo Quantitative Strategies’s Fulcrum Therapeutics FULC Stock Holding History

Occudo Quantitative Strategies’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-87,372
Closed -$388K – 932
2023
Q3 		$388K Buy
+87,372
New +$382K 0.05% 579
2023
Q2 		– Sell
-39,239
Closed -$112K – 1103
2023
Q1 		$112K Buy
39,239
+13,231
+51% +$119K 0.01% 810
2022
Q4 		$189K Sell
26,008
-6,636
-20% -$43.3K 0.02% 788
2022
Q3 		$264K Buy
32,644
+1,206
+4% +$8.63K 0.02% 889
2022
Q2 		$154K Buy
+31,438
New +$307K 0.01% 958

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Occudo Quantitative Strategies's FULC Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of Fulcrum Therapeutics (FULC) in Q4 2023, closing a stake of 87,372 shares — an estimated $388K sold.

Occudo Quantitative Strategies first reported a position in FULC in Q2 2022 and held it in 5 quarters. The position peaked at $388K in Q3 2023. 101 funds tracked by Wall St. Rank hold FULC as of Q4 2023.

  • Occudo Quantitative Strategies reported no remaining Fulcrum Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 87,372 Fulcrum Therapeutics shares in Q4 2023, an estimated $388K.
  • Occudo Quantitative Strategies first reported a position in Fulcrum Therapeutics in Q2 2022 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Fulcrum Therapeutics position peaked at $388K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.