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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
Q2 		– Sell
-99,000
Closed -$212K – 744
2022
Q1 		$212K Hold
99,000
– – 0.01% 691
2021
Q4 		$3.89M Hold
99,000
– – 0.14% 101
2021
Q3 		$212K Hold
99,000
– – 0.01% 675
2021
Q2 		$212K Sell
99,000
-600
-0.6% -$48.3K 0.01% 663
2021
Q1 		$229K Buy
99,600
+600
+0.6% +$57.5K 0.01% 579
2020
Q4 		$212K Sell
99,000
-1,600
-2% -$99.4K 0.01% 583
2020
Q3 		$219K Sell
100,600
-4,100
-4% -$143K 0.02% 529
2020
Q2 		$285K Sell
104,700
-3,200
-3% -$95.4K 0.02% 455
2020
Q1 		$269K Sell
107,900
-19,200
-15% -$486K 0.02% 400
2019
Q4 		$338K Buy
127,100
+126,700
+31,675% +$2.01M 0.03% 388
2019
Q3 		$1K Sell
400
-2,700
-87% -$51.8K ﹤0.01% 567
2019
Q2 		$10K Buy
+3,100
New +$55.9K ﹤0.01% 934

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $799M AUM 253.51% 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.