RWA
SGMO

Ropes Wealth Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-70
Closed -$1K – 690
2020
Q4 		$1K Buy
+70
New +$820 ﹤0.01% 771
2018
Q1 		– Sell
-524
Closed -$9K – 720
2017
Q4 		$9K Hold
524
– – ﹤0.01% 547
2017
Q3 		$8K Buy
+524
New +$5.79K ﹤0.01% 539

Other funds holding SGMO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2021, closing a stake of 70 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in SGMO in Q3 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 203 funds tracked by Wall St. Rank hold SGMO as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 70 SANGAMO THERAPEUTICS INC shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's SANGAMO THERAPEUTICS INC position peaked at $9K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2021.

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