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Prospera Financial Services’s Fate Therapeutics FATE Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-75
Closed -$2K – 1077
2022
Q2 		$2K Hold
75
– – ﹤0.01% 1543
2022
Q1 		$3K Buy
+75
New +$2.9K ﹤0.01% 2376
2020
Q4 		– Sell
-361
Closed -$14K – 943
2020
Q3 		$14K Buy
+361
New +$12.6K 0.01% 1004

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Prospera Financial Services's FATE Position: Q3 2022 in Review

Prospera Financial Services sold out of Fate Therapeutics (FATE) in Q3 2022, closing a stake of 75 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in FATE in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q3 2020. 239 funds tracked by Wall St. Rank hold FATE as of Q3 2022.

  • Prospera Financial Services reported no remaining Fate Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 75 Fate Therapeutics shares in Q3 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Fate Therapeutics in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Fate Therapeutics position peaked at $14K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.