United Capital Financial Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,551
| Closed | -$124K | – | 1219 |
|
|
2021
Q4 | $124K | Buy |
16,551
+5
| +0% | +$43 | ﹤0.01% | 1173 |
|
|
2021
Q3 | $149K | Hold |
16,546
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q2 | $198K | Sell |
16,546
-10
| -0.1% | -$113 | ﹤0.01% | 1171 |
|
|
2021
Q1 | $207K | Sell |
16,556
-1,960
| -11% | -$26.4K | ﹤0.01% | 1112 |
|
|
2020
Q4 | $289K | Sell |
18,516
-19,233
| -51% | -$225K | ﹤0.01% | 1012 |
|
|
2020
Q3 | $357K | Sell |
37,749
-9,997
| -21% | -$108K | ﹤0.01% | 910 |
|
|
2020
Q2 | $428K | Sell |
47,746
-40,730
| -46% | -$378K | ﹤0.01% | 920 |
|
|
2020
Q1 | $564K | Buy |
88,476
+100
| +0.1% | +$742 | ﹤0.01% | 775 |
|
|
2019
Q4 | $740K | Buy |
88,376
+14,432
| +20% | +$133K | ﹤0.01% | 882 |
|
|
2019
Q3 | $669K | Sell |
73,944
-100
| -0.1% | -$1.12K | ﹤0.01% | 860 |
|
|
2019
Q2 | $797K | Buy |
74,044
+40,730
| +122% | +$433K | 0.01% | 885 |
|
|
2019
Q1 | $318K | Hold |
33,314
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q4 | $382K | Buy |
33,314
+1,000
| +3% | +$12.4K | ﹤0.01% | 991 |
|
|
2018
Q3 | $548K | Hold |
32,314
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $459K | Hold |
32,314
| – | – | ﹤0.01% | 960 |
|
|
2018
Q1 | $614K | Hold |
32,314
| – | – | ﹤0.01% | 903 |
|
|
2017
Q4 | $530K | Buy |
32,314
+100
| +0.3% | +$1.49K | ﹤0.01% | 947 |
|
|
2017
Q3 | $483K | Hold |
32,214
| – | – | ﹤0.01% | 967 |
|
|
2017
Q2 | $283K | Hold |
32,214
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q1 | $168K | Hold |
32,214
| – | – | ﹤0.01% | 1196 |
|
|
2016
Q4 | $98K | Hold |
32,214
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q3 | $149K | Hold |
32,214
| – | – | ﹤0.01% | 1213 |
|
|
2016
Q2 | $193K | Hold |
32,214
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q1 | $195K | Hold |
32,214
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q4 | $294K | Hold |
32,214
| – | – | ﹤0.01% | 1022 |
|
|
2015
Q3 | $182K | Hold |
32,214
| – | – | ﹤0.01% | 1168 |
|
|
2015
Q2 | $357K | Hold |
32,214
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q1 | $398K | Buy |
32,214
+12,270
| +62% | +$190K | ﹤0.01% | 990 |
|
|
2014
Q4 | $303K | Hold |
19,944
| – | – | ﹤0.01% | 958 |
|
|
2014
Q3 | $215K | Hold |
19,944
| – | – | ﹤0.01% | 1029 |
|
|
2014
Q2 | $305K | Hold |
19,944
| – | – | 0.01% | 749 |
|
|
2014
Q1 | $361K | Hold |
19,944
| – | – | 0.01% | 727 |
|
|
2013
Q4 | $277K | Hold |
19,944
| – | – | 0.01% | 542 |
|
|
2013
Q3 | $209K | Hold |
19,944
| – | – | 0.01% | 630 |
|
|
2013
Q2 | $156K | Buy |
+19,944
| New | +$174K | ﹤0.01% | 668 |
|
Other funds holding SGMO
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United Capital Financial Advisors's SGMO Position: Q1 2022 in Review
United Capital Financial Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2022, closing a stake of 16,551 shares — an estimated $124K sold.
United Capital Financial Advisors first reported a position in SGMO in Q2 2013 and held it in 35 quarters. The position peaked at $797K in Q2 2019. 195 funds tracked by Wall St. Rank hold SGMO as of Q1 2022.
- United Capital Financial Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2022 after selling out during the quarter.
- United Capital Financial Advisors sold 16,551 SANGAMO THERAPEUTICS INC shares in Q1 2022, an estimated $124K.
- United Capital Financial Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q2 2013 and held it in 35 quarters.
- United Capital Financial Advisors's SANGAMO THERAPEUTICS INC position peaked at $797K in Q2 2019.
- 195 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2022.
Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.