SPIA
SGMO

Steward Partners Investment Advisory’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-1,000
Closed -$866 – 4086
2024
Q3 		$866 Hold
1,000
– – ﹤0.01% 3543
2024
Q2 		$358 Hold
1,000
– – ﹤0.01% 3502
2024
Q1 		$670 Hold
1,000
– – ﹤0.01% 3404
2023
Q4 		$543 Hold
1,000
– – ﹤0.01% 3355
2023
Q3 		$600 Hold
1,000
– – ﹤0.01% 3238
2023
Q2 		$1.3K Hold
1,000
– – ﹤0.01% 3093
2023
Q1 		$1.76K Hold
1,000
– – ﹤0.01% 3042
2022
Q4 		$3.14K Sell
1,000
-1,500
-60% -$5.82K ﹤0.01% 2915
2022
Q3 		$12K Hold
2,500
– – ﹤0.01% 2454
2022
Q2 		$10K Sell
2,500
-722
-22% -$3.12K ﹤0.01% 2523
2022
Q1 		$19K Hold
3,222
– – ﹤0.01% 2401
2021
Q4 		$24K Sell
3,222
-340
-10% -$2.95K ﹤0.01% 2252
2021
Q3 		$32K Hold
3,562
– – ﹤0.01% 2104
2021
Q2 		$43K Hold
3,562
– – ﹤0.01% 3653
2021
Q1 		$44.6K Hold
3,562
– – ﹤0.01% 2045
2020
Q4 		$56K Sell
3,562
-500
-12% -$5.86K ﹤0.01% 1616
2020
Q3 		$38K Hold
4,062
– – ﹤0.01% 1623
2020
Q2 		$36K Sell
4,062
-100
-2% -$928 ﹤0.01% 1551
2020
Q1 		$26K Sell
4,162
-409
-9% -$3.04K ﹤0.01% 1511
2019
Q4 		$38K Sell
4,571
-91
-2% -$837 ﹤0.01% 1519
2019
Q3 		$42K Hold
4,662
– – ﹤0.01% 1427
2019
Q2 		$50K Buy
+4,662
New +$49.6K ﹤0.01% 1337
2018
Q4 		– Sell
-4,812
Closed -$82K – 1919
2018
Q3 		$82K Buy
4,812
+750
+18% +$11.4K ﹤0.01% 998
2018
Q2 		$58K Sell
4,062
-325
-7% -$5.4K ﹤0.01% 1050
2018
Q1 		$83K Hold
4,387
– – 0.01% 830
2017
Q4 		$71K Hold
4,387
– – 0.01% 720
2017
Q3 		$65K Sell
4,387
-51
-1% -$564 0.01% 631
2017
Q2 		$39K Hold
4,438
– – ﹤0.01% 686
2017
Q1 		$23K Hold
4,438
– – ﹤0.01% 723
2016
Q4 		$13K Buy
+4,438
New +$16.2K 0.01% 519

Other funds holding SGMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Steward Partners Investment Advisory's SGMO Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2024, closing a stake of 1,000 shares — an estimated $866 sold.

Steward Partners Investment Advisory first reported a position in SGMO in Q4 2016 and held it in 30 quarters. The position peaked at $83K in Q1 2018. 128 funds tracked by Wall St. Rank hold SGMO as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 SANGAMO THERAPEUTICS INC shares in Q4 2024, an estimated $866.
  • Steward Partners Investment Advisory first reported a position in SANGAMO THERAPEUTICS INC in Q4 2016 and held it in 30 quarters.
  • Steward Partners Investment Advisory's SANGAMO THERAPEUTICS INC position peaked at $83K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.