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SevenBridge Financial Group’s Fate Therapeutics FATE Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-4,535
Closed -$265K – 160
2021
Q4 		$265K Hold
4,535
– – 0.08% 148
2021
Q3 		$269K Sell
4,535
-12,195
-73% -$957K 0.09% 141
2021
Q2 		$1.45M Buy
16,730
+13,482
+415% +$1.09M 0.47% 64
2021
Q1 		$268K Buy
3,248
+122
+4% +$11.7K 0.1% 136
2020
Q4 		$284K Buy
+3,126
New +$194K 0.11% 130

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

SevenBridge Financial Group's FATE Position: Q1 2022 in Review

SevenBridge Financial Group sold out of Fate Therapeutics (FATE) in Q1 2022, closing a stake of 4,535 shares — an estimated $265K sold.

SevenBridge Financial Group first reported a position in FATE in Q4 2020 and held it in 5 quarters. The position peaked at $1.45M in Q2 2021. 250 funds tracked by Wall St. Rank hold FATE as of Q1 2022.

  • SevenBridge Financial Group reported no remaining Fate Therapeutics position as of Q1 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,535 Fate Therapeutics shares in Q1 2022, an estimated $265K.
  • SevenBridge Financial Group first reported a position in Fate Therapeutics in Q4 2020 and held it in 5 quarters.
  • SevenBridge Financial Group's Fate Therapeutics position peaked at $1.45M in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.