OIA
FATE icon

OneDigital Investment Advisors’s Fate Therapeutics FATE Stock Holding History

OneDigital Investment 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
2022
Q1 		– Sell
-3,419
Closed -$132K – 780
2021
Q4 		$200K Sell
3,419
-30
-0.9% -$1.7K 0.01% 735
2021
Q3 		$204K Buy
3,449
+61
+2% +$4.79K 0.01% 687
2021
Q2 		$294K Sell
3,388
-28,896
-90% -$2.33M 0.01% 561
2021
Q1 		$2.66M Sell
32,284
-3,303
-9% -$316K 0.12% 117
2020
Q4 		$3.24M Sell
35,587
-6,402
-15% -$398K 0.17% 90
2020
Q3 		$1.68M Sell
41,989
-14,775
-26% -$516K 0.12% 139
2020
Q2 		$1.95M Buy
56,764
+5,473
+11% +$163K 0.14% 138
2020
Q1 		$1.14M Sell
51,291
-5,555
-10% -$140K 0.1% 180
2019
Q4 		$1.11M Buy
56,846
+27,297
+92% +$434K 0.09% 180
2019
Q3 		$459K Sell
29,549
-2,230
-7% -$42.7K 0.04% 289
2019
Q2 		$645K Buy
+31,779
New +$573K 0.05% 215

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

OneDigital Investment Advisors's FATE Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Fate Therapeutics (FATE) in Q1 2022, closing a stake of 3,419 shares — an estimated $132K sold.

OneDigital Investment Advisors first reported a position in FATE in Q2 2019 and held it in 11 quarters. The position peaked at $3.24M in Q4 2020. 250 funds tracked by Wall St. Rank hold FATE as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining Fate Therapeutics position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,419 Fate Therapeutics shares in Q1 2022, an estimated $132K.
  • OneDigital Investment Advisors first reported a position in Fate Therapeutics in Q2 2019 and held it in 11 quarters.
  • OneDigital Investment Advisors's Fate Therapeutics position peaked at $3.24M in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.