VFA
SGMO

Valeo Financial Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-138
Closed -$2K – 1590
2021
Q1 		$2K Hold
138
– – ﹤0.01% 1828
2020
Q4 		$2K Hold
138
– – ﹤0.01% 1540
2020
Q3 		$1K Hold
138
– – ﹤0.01% 1517
2020
Q2 		$1K Hold
138
– – ﹤0.01% 1950
2020
Q1 		$1K Hold
138
– – ﹤0.01% 1705
2019
Q4 		$1K Hold
138
– – ﹤0.01% 1566
2019
Q3 		$1K Hold
138
– – ﹤0.01% 1484
2019
Q2 		$1K Hold
138
– – ﹤0.01% 1492
2019
Q1 		$1K Hold
138
– – ﹤0.01% 1485
2018
Q4 		$2K Hold
138
– – ﹤0.01% 1315
2018
Q3 		$2K Buy
+138
New +$2.1K ﹤0.01% 1509

Other funds holding SGMO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's SGMO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2021, closing a stake of 138 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in SGMO in Q3 2018 and held it in 11 quarters. The position peaked at $2K in Q1 2021. 197 funds tracked by Wall St. Rank hold SGMO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 138 SANGAMO THERAPEUTICS INC shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q3 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's SANGAMO THERAPEUTICS INC position peaked at $2K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.