Spectrum Planning & Advisory Services’s Editas Medicine EDIT Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,051	Closed	-$57.1K	–	58
2024 Q2	$57.1K	Buy	+12,051	New	+$68K	0.06%	53
2023 Q4	$142K	Hold	14,038	–	–	0.2%	50
2023 Q3	$109K	Sell	14,038 -737	-5%	-$6.32K	0.17%	43
2023 Q2	$122K	Hold	14,775	–	–	0.18%	40
2023 Q1	$107K	Hold	14,775	–	–	0.17%	35
2022 Q4	$131K	Hold	14,775	–	–	0.18%	40
2022 Q3	$181K	Sell	14,775 -301	-2%	-$4.69K	0.18%	52
2022 Q2	$178K	Hold	15,076	–	–	0.19%	42
2022 Q1	$287K	Sell	15,076 -50	-0.3%	-$929	0.26%	36
2021 Q4	$402K	Hold	15,126	–	–	0.37%	35
2021 Q3	$621K	Sell	15,126 -658	-4%	-$36.1K	0.61%	31
2021 Q2	$894K	Sell	15,784 -1,888	-11%	-$69.7K	0.86%	28
2021 Q1	$742K	Buy	17,672 +150	+0.9%	+$8.54K	0.76%	28
2020 Q4	$1.23M	Buy	+17,522	New	+$720K	1.32%	21

Other funds holding EDIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Planning & Advisory Services's EDIT Position: Q3 2024 in Review

Spectrum Planning & Advisory Services sold out of Editas Medicine (EDIT) in Q3 2024, closing a stake of 12,051 shares — an estimated $57.1K sold.

Spectrum Planning & Advisory Services first reported a position in EDIT in Q4 2020 and held it in 14 quarters. The position peaked at $1.23M in Q4 2020. 229 funds tracked by Wall St. Rank hold EDIT as of Q3 2024.

Spectrum Planning & Advisory Services reported no remaining Editas Medicine position as of Q3 2024 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 12,051 Editas Medicine shares in Q3 2024, an estimated $57.1K.
Spectrum Planning & Advisory Services first reported a position in Editas Medicine in Q4 2020 and held it in 14 quarters.
Spectrum Planning & Advisory Services's Editas Medicine position peaked at $1.23M in Q4 2020.
229 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2024.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2024, filed 8 Nov 2024.