TJHA
SGMO

Thomas J. Herzfeld Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Thomas J. Herzfeld Advisors’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
2019
Q4 		– Sell
-5,000
Closed -$45K – 258
2019
Q3 		$45K Hold
5,000
– – 0.02% 149
2019
Q2 		$54K Hold
5,000
– – 0.02% 157
2019
Q1 		$48K Hold
5,000
– – 0.02% 184
2018
Q4 		$57K Hold
5,000
– – 0.02% 170
2018
Q3 		$85K Buy
+5,000
New +$76K 0.03% 145

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thomas J. Herzfeld Advisors's SGMO Position: Q4 2019 in Review

Thomas J. Herzfeld Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2019, closing a stake of 5,000 shares — an estimated $45K sold.

Thomas J. Herzfeld Advisors first reported a position in SGMO in Q3 2018 and held it in 5 quarters. The position peaked at $85K in Q3 2018. 193 funds tracked by Wall St. Rank hold SGMO as of Q4 2019.

  • Thomas J. Herzfeld Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2019 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 5,000 SANGAMO THERAPEUTICS INC shares in Q4 2019, an estimated $45K.
  • Thomas J. Herzfeld Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q3 2018 and held it in 5 quarters.
  • Thomas J. Herzfeld Advisors's SANGAMO THERAPEUTICS INC position peaked at $85K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.