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Patriot Financial Group Insurance Agency’s Fate Therapeutics FATE Stock Holding History

Patriot Financial Group Insurance Agency’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
-78
Closed -$3K – 2059
2022
Q1 		$3K Buy
78
+71
+1,014% +$2.75K ﹤0.01% 1763
2021
Q4 		$0 Sell
7
-35
-83% -$1.98K ﹤0.01% 2179
2021
Q3 		$2K Buy
+42
New +$3.29K ﹤0.01% 1932

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RG
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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

Patriot Financial Group Insurance Agency's FATE Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fate Therapeutics (FATE) in Q2 2022, closing a stake of 78 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in FATE in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 233 funds tracked by Wall St. Rank hold FATE as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Fate Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 78 Fate Therapeutics shares in Q2 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Fate Therapeutics in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Fate Therapeutics position peaked at $3K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.