SWM
SGMO

Spire Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-700
Closed -$5K – 2826
2021
Q4 		$5K Sell
700
-325
-32% -$2.82K ﹤0.01% 2578
2021
Q3 		$9K Sell
1,025
-400
-28% -$3.95K ﹤0.01% 2129
2021
Q2 		$17K Sell
1,425
-1,000
-41% -$11.3K ﹤0.01% 1948
2021
Q1 		$30K Buy
+2,425
New +$32.7K ﹤0.01% 1970

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's SGMO Position: Q1 2022 in Review

Spire Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2022, closing a stake of 700 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SGMO in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q1 2021. 195 funds tracked by Wall St. Rank hold SGMO as of Q1 2022.

  • Spire Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 700 SANGAMO THERAPEUTICS INC shares in Q1 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $30K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.