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Phoenix Wealth Advisors’s Editas Medicine EDIT Stock Holding History

Phoenix Wealth Advisors’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,783
Closed -$376K – 376
2021
Q1 		$376K Sell
8,783
-2,702
-24% -$154K 0.29% 69
2020
Q4 		$805K Buy
+11,485
New +$472K 0.61% 42

Other funds holding EDIT

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Phoenix Wealth Advisors's EDIT Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of Editas Medicine (EDIT) in Q2 2021, closing a stake of 8,783 shares — an estimated $376K sold.

Phoenix Wealth Advisors first reported a position in EDIT in Q4 2020 and held it in 2 quarters. The position peaked at $805K in Q4 2020. 313 funds tracked by Wall St. Rank hold EDIT as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining Editas Medicine position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 8,783 Editas Medicine shares in Q2 2021, an estimated $376K.
  • Phoenix Wealth Advisors first reported a position in Editas Medicine in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Editas Medicine position peaked at $805K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.