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SOA Wealth Advisors’s Fulcrum Therapeutics FULC Stock Holding History

SOA Wealth Advisors’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-800
Closed -$5.82K – 973
2022
Q4 		$5.82K Buy
+800
New +$5.22K ﹤0.01% 601

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

SOA Wealth Advisors's FULC Position: Q1 2023 in Review

SOA Wealth Advisors sold out of Fulcrum Therapeutics (FULC) in Q1 2023, closing a stake of 800 shares — an estimated $5.82K sold.

SOA Wealth Advisors first reported a position in FULC in Q4 2022 and held it in 1 quarter. The position peaked at $5.82K in Q4 2022. 116 funds tracked by Wall St. Rank hold FULC as of Q1 2023.

  • SOA Wealth Advisors reported no remaining Fulcrum Therapeutics position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 800 Fulcrum Therapeutics shares in Q1 2023, an estimated $5.82K.
  • SOA Wealth Advisors first reported a position in Fulcrum Therapeutics in Q4 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's Fulcrum Therapeutics position peaked at $5.82K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.