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Pinnacle Wealth Planning Services’s Fate Therapeutics FATE Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q2 		– Sell
-13,436
Closed -$76.6K – 478
2023
Q1 		$76.6K Buy
+13,436
New +$81.1K 0.01% 450
2021
Q1 		– Sell
-697
Closed -$63K – 892
2020
Q4 		$63K Buy
+697
New +$43.3K 0.02% 675

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's FATE Position: Q2 2023 in Review

Pinnacle Wealth Planning Services sold out of Fate Therapeutics (FATE) in Q2 2023, closing a stake of 13,436 shares — an estimated $76.6K sold.

Pinnacle Wealth Planning Services first reported a position in FATE in Q4 2020 and held it in 2 quarters. The position peaked at $76.6K in Q1 2023. 188 funds tracked by Wall St. Rank hold FATE as of Q2 2023.

  • Pinnacle Wealth Planning Services reported no remaining Fate Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 13,436 Fate Therapeutics shares in Q2 2023, an estimated $76.6K.
  • Pinnacle Wealth Planning Services first reported a position in Fate Therapeutics in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Fate Therapeutics position peaked at $76.6K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2023, filed 7 Aug 2023.