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Spire Wealth Management’s Editas Medicine EDIT Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-150
Closed -$1.11K – 2254
2024
Q1 		$1.11K Hold
150
– – ﹤0.01% 2192
2023
Q4 		$1.21K Hold
150
– – ﹤0.01% 2231
2023
Q3 		$1.17K Buy
+150
New +$1.29K ﹤0.01% 2225
2022
Q3 		– Sell
-1,165
Closed -$14K – 2282
2022
Q2 		$14K Hold
1,165
– – ﹤0.01% 1794
2022
Q1 		$22K Hold
1,165
– – ﹤0.01% 1769
2021
Q4 		$31K Sell
1,165
-400
-26% -$13.8K ﹤0.01% 1929
2021
Q3 		$64K Buy
1,565
+200
+15% +$11K ﹤0.01% 1372
2021
Q2 		$77K Sell
1,365
-1,000
-42% -$36.9K ﹤0.01% 1301
2021
Q1 		$98K Buy
+2,365
New +$135K ﹤0.01% 1411

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Spire Wealth Management's EDIT Position: Q2 2024 in Review

Spire Wealth Management sold out of Editas Medicine (EDIT) in Q2 2024, closing a stake of 150 shares — an estimated $1.11K sold.

Spire Wealth Management first reported a position in EDIT in Q1 2021 and held it in 9 quarters. The position peaked at $98K in Q1 2021. 235 funds tracked by Wall St. Rank hold EDIT as of Q2 2024.

  • Spire Wealth Management reported no remaining Editas Medicine position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 150 Editas Medicine shares in Q2 2024, an estimated $1.11K.
  • Spire Wealth Management first reported a position in Editas Medicine in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Editas Medicine position peaked at $98K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.