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Ropes Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-183
Closed -$17K – 433
2020
Q4 		$17K Buy
183
+50
+38% +$3.1K ﹤0.01% 500
2020
Q3 		$5K Buy
+133
New +$4.64K ﹤0.01% 561

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ropes Wealth Advisors's FATE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Fate Therapeutics (FATE) in Q1 2021, closing a stake of 183 shares — an estimated $17K sold.

Ropes Wealth Advisors first reported a position in FATE in Q3 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 260 funds tracked by Wall St. Rank hold FATE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Fate Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 183 Fate Therapeutics shares in Q1 2021, an estimated $17K.
  • Ropes Wealth Advisors first reported a position in Fate Therapeutics in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's Fate Therapeutics position peaked at $17K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.