Stifel Financial
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Stifel Financial’s Fate Therapeutics FATE Stock Holding History

Stifel Financial’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,250
Closed -$8.89K – 3502
2025
Q1 		$8.89K Sell
11,250
-2,925
-21% -$3.58K ﹤0.01% 3435
2024
Q4 		$23.4K Sell
14,175
-9,921
-41% -$25K ﹤0.01% 3348
2024
Q3 		$84.3K Sell
24,096
-17,391
-42% -$67.7K ﹤0.01% 3263
2024
Q2 		$136K Sell
41,487
-2,303
-5% -$10.1K ﹤0.01% 3165
2024
Q1 		$321K Sell
43,790
-160
-0.4% -$990 ﹤0.01% 2872
2023
Q4 		$164K Sell
43,950
-20,179
-31% -$47.6K ﹤0.01% 3093
2023
Q3 		$136K Sell
64,129
-5,143
-7% -$17K ﹤0.01% 3060
2023
Q2 		$330K Buy
69,272
+16,937
+32% +$93.5K ﹤0.01% 2761
2023
Q1 		$298K Sell
52,335
-1,530
-3% -$9.23K ﹤0.01% 2817
2022
Q4 		$544K Buy
53,865
+11,210
+26% +$211K ﹤0.01% 2419
2022
Q3 		$956K Sell
42,655
-3,821
-8% -$110K ﹤0.01% 1996
2022
Q2 		$1.15M Buy
46,476
+1,404
+3% +$38.7K ﹤0.01% 1895
2022
Q1 		$1.75M Buy
45,072
+5,430
+14% +$210K ﹤0.01% 1714
2021
Q4 		$2.32M Buy
39,642
+13,932
+54% +$790K ﹤0.01% 1506
2021
Q3 		$1.52M Buy
25,710
+13,820
+116% +$1.08M ﹤0.01% 1766
2021
Q2 		$1.03M Buy
11,890
+3,194
+37% +$257K ﹤0.01% 2072
2021
Q1 		$717K Buy
8,696
+1,057
+14% +$101K ﹤0.01% 2229
2020
Q4 		$695K Sell
7,639
-329
-4% -$20.4K ﹤0.01% 2109
2020
Q3 		$318K Buy
7,968
+418
+6% +$14.6K ﹤0.01% 2359
2020
Q2 		$259K Buy
+7,550
New +$225K ﹤0.01% 2442

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