PFGIA
SGMO

Patriot Financial Group Insurance Agency’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,250
Closed -$27K – 2228
2021
Q2 		$27K Sell
2,250
-750
-25% -$8.49K ﹤0.01% 1061
2021
Q1 		$38K Buy
+3,000
New +$40.4K 0.01% 867
2020
Q3 		– Sell
-5,000
Closed -$45K – 1826
2020
Q2 		$45K Hold
5,000
– – 0.02% 546
2020
Q1 		$32K Hold
5,000
– – 0.01% 549
2019
Q4 		$42K Buy
+5,000
New +$46K 0.02% 509

Other funds holding SGMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SGMO Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q3 2021, closing a stake of 2,250 shares — an estimated $27K sold.

Patriot Financial Group Insurance Agency first reported a position in SGMO in Q4 2019 and held it in 5 quarters. The position peaked at $45K in Q2 2020. 193 funds tracked by Wall St. Rank hold SGMO as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining SANGAMO THERAPEUTICS INC position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,250 SANGAMO THERAPEUTICS INC shares in Q3 2021, an estimated $27K.
  • Patriot Financial Group Insurance Agency first reported a position in SANGAMO THERAPEUTICS INC in Q4 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's SANGAMO THERAPEUTICS INC position peaked at $45K in Q2 2020.
  • 193 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.