VCWA
SGMO

Vanguard Capital Wealth Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Vanguard Capital Wealth 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
2023
Q1 		– Sell
-10,180
Closed -$32K – 133
2022
Q4 		$32K Sell
10,180
-3,800
-27% -$14.7K 0.04% 118
2022
Q3 		$69K Sell
13,980
-3,800
-21% -$19.5K 0.08% 105
2022
Q2 		$73K Sell
17,780
-15,600
-47% -$67.5K 0.08% 119
2022
Q1 		$193K Hold
33,380
– – 0.14% 132
2021
Q4 		$250K Sell
33,380
-1,200
-3% -$10.4K 0.18% 109
2021
Q3 		$312 Sell
34,580
-300
-0.9% -$2.97K 0.21% 96
2021
Q2 		$417K Buy
34,880
+300
+0.9% +$3.4K 0.32% 85
2021
Q1 		$389K Sell
34,580
-100
-0.3% -$1.35K 0.33% 77
2020
Q4 		$584K Buy
+34,680
New +$406K 0.54% 47
2020
Q2 		$300K Buy
+33,580
New +$312K 0.35% 75
2019
Q4 		$261K Buy
31,280
+2,300
+8% +$21.1K 0.27% 102
2019
Q3 		$262K Buy
28,980
+3,900
+16% +$43.8K 0.31% 93
2019
Q2 		$270K Buy
25,080
+2,000
+9% +$21.3K 0.33% 85
2019
Q1 		$220K Buy
23,080
+1,930
+9% +$19.7K 0.28% 100
2018
Q4 		$242K Buy
21,150
+2,100
+11% +$26.1K 0.36% 82
2018
Q3 		$322K Buy
+19,050
New +$290K 0.37% 76

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
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
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SGMO Position: Q1 2023 in Review

Vanguard Capital Wealth Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2023, closing a stake of 10,180 shares — an estimated $32K sold.

Vanguard Capital Wealth Advisors first reported a position in SGMO in Q3 2018 and held it in 16 quarters. The position peaked at $584K in Q4 2020. 179 funds tracked by Wall St. Rank hold SGMO as of Q1 2023.

  • Vanguard Capital Wealth Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2023 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 10,180 SANGAMO THERAPEUTICS INC shares in Q1 2023, an estimated $32K.
  • Vanguard Capital Wealth Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q3 2018 and held it in 16 quarters.
  • Vanguard Capital Wealth Advisors's SANGAMO THERAPEUTICS INC position peaked at $584K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.