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SVB Wealth’s Fulcrum Therapeutics FULC Stock Holding History

SVB Wealth’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,200
Closed -$119K – 942
2020
Q4 		$119K Buy
+10,200
New +$115K ﹤0.01% 792

Other funds holding FULC

TGI
TRV GP III Boston, Massachusetts $6.14M AUM 45.44% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SVB Wealth's FULC Position: Q1 2021 in Review

SVB Wealth sold out of Fulcrum Therapeutics (FULC) in Q1 2021, closing a stake of 10,200 shares — an estimated $119K sold.

SVB Wealth first reported a position in FULC in Q4 2020 and held it in 1 quarter. The position peaked at $119K in Q4 2020. 68 funds tracked by Wall St. Rank hold FULC as of Q1 2021.

  • SVB Wealth reported no remaining Fulcrum Therapeutics position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 10,200 Fulcrum Therapeutics shares in Q1 2021, an estimated $119K.
  • SVB Wealth first reported a position in Fulcrum Therapeutics in Q4 2020 and held it in 1 quarter.
  • SVB Wealth's Fulcrum Therapeutics position peaked at $119K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.