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TFO Wealth Partners’s Sana Biotechnology SANA Stock Holding History

TFO Wealth Partners’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-78
Closed -$465 – 1063
2023
Q3 		$465 Buy
+78
New +$419 ﹤0.01% 476

Other funds holding SANA

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CM
Crestline Management Fort Worth, Texas $46.3M AUM 48.82% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

TFO Wealth Partners's SANA Position: Q4 2023 in Review

TFO Wealth Partners sold out of Sana Biotechnology (SANA) in Q4 2023, closing a stake of 78 shares — an estimated $465 sold.

TFO Wealth Partners first reported a position in SANA in Q3 2023 and held it in 1 quarter. The position peaked at $465 in Q3 2023. 132 funds tracked by Wall St. Rank hold SANA as of Q4 2023.

  • TFO Wealth Partners reported no remaining Sana Biotechnology position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 78 Sana Biotechnology shares in Q4 2023, an estimated $465.
  • TFO Wealth Partners first reported a position in Sana Biotechnology in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Sana Biotechnology position peaked at $465 in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Sana Biotechnology as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.