Pinnacle Wealth Planning Services’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Pinnacle Wealth Planning Services’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
2023 Q1	–	Sell	-14,386	Closed	-$45.2K	–	502
2022 Q4	$45.2K	Sell	14,386 -9,712	-40%	-$37.7K	0.01%	435
2022 Q3	$118K	Buy	24,098 +6,583	+38%	+$33.8K	0.02%	356
2022 Q2	$73K	Buy	17,515 +345	+2%	+$1.49K	0.01%	397
2022 Q1	$100K	Buy	+17,170	New	+$102K	0.02%	402
2021 Q1	–	Sell	-5,168	Closed	-$80K	–	1665
2020 Q4	$80K	Buy	+5,168	New	+$60.5K	0.02%	572

Other funds holding SGMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's SGMO Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2023, closing a stake of 14,386 shares — an estimated $45.2K sold.

Pinnacle Wealth Planning Services first reported a position in SGMO in Q4 2020 and held it in 5 quarters. The position peaked at $118K in Q3 2022. 179 funds tracked by Wall St. Rank hold SGMO as of Q1 2023.

Pinnacle Wealth Planning Services reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2023 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 14,386 SANGAMO THERAPEUTICS INC shares in Q1 2023, an estimated $45.2K.
Pinnacle Wealth Planning Services first reported a position in SANGAMO THERAPEUTICS INC in Q4 2020 and held it in 5 quarters.
Pinnacle Wealth Planning Services's SANGAMO THERAPEUTICS INC position peaked at $118K in Q3 2022.
179 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.