TD Private Client Wealth’s Editas Medicine EDIT Stock Holding History

TD Private Client Wealth’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
2023 Q4	–	Sell	-520	Closed	-$4.06K	–	1228
2023 Q3	$4.06K	Sell	520 -18	-3%	-$154	﹤0.01%	1131
2023 Q2	$4.43K	Hold	538	–	–	﹤0.01%	1135
2023 Q1	$3.9K	Hold	538	–	–	﹤0.01%	1118
2022 Q4	$4.77K	Hold	538	–	–	﹤0.01%	1081
2022 Q3	$6.58K	Buy	538 +233	+76%	+$3.63K	﹤0.01%	1044
2022 Q2	$3.61K	Hold	305	–	–	﹤0.01%	1093
2022 Q1	$5.8K	Buy	+305	New	+$5.67K	﹤0.01%	1091
2021 Q4	–	Sell	-8	Closed	-$329	–	1190
2021 Q3	$329	Buy	+8	New	+$438	﹤0.01%	1195
2021 Q2	–	Sell	-11	Closed	-$462	–	1225
2021 Q1	$462	Buy	+11	New	+$627	﹤0.01%	1130
2020 Q1	–	Sell	-8	Closed	-$237	–	1091
2019 Q4	$237	Buy	+8	New	+$200	﹤0.01%	1057

Other funds holding EDIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Private Client Wealth's EDIT Position: Q4 2023 in Review

TD Private Client Wealth sold out of Editas Medicine (EDIT) in Q4 2023, closing a stake of 520 shares — an estimated $4.06K sold.

TD Private Client Wealth first reported a position in EDIT in Q4 2019 and held it in 10 quarters. The position peaked at $6.58K in Q3 2022. 225 funds tracked by Wall St. Rank hold EDIT as of Q4 2023.

TD Private Client Wealth reported no remaining Editas Medicine position as of Q4 2023 after selling out during the quarter.
TD Private Client Wealth sold 520 Editas Medicine shares in Q4 2023, an estimated $4.06K.
TD Private Client Wealth first reported a position in Editas Medicine in Q4 2019 and held it in 10 quarters.
TD Private Client Wealth's Editas Medicine position peaked at $6.58K in Q3 2022.
225 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.