WCM Investment Management
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WCM Investment Management’s Fate Therapeutics FATE Stock Holding History

WCM Investment Management’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-185,273
Closed -$1.87M – 216
2022
Q4 		$1.87M Sell
185,273
-2,366
-1% -$44.4K 0.01% 188
2022
Q3 		$4.19M Buy
187,639
+9,086
+5% +$263K 0.02% 150
2022
Q2 		$4.44M Buy
178,553
+65,173
+57% +$1.8M 0.02% 152
2022
Q1 		$4.4M Buy
113,380
+12,452
+12% +$482K 0.01% 152
2021
Q4 		$5.91M Buy
100,928
+7,307
+8% +$414K 0.01% 149
2021
Q3 		$5.55M Buy
93,621
+501
+0.5% +$39.3K 0.01% 147
2021
Q2 		$8.08M Buy
93,120
+3,696
+4% +$298K 0.02% 130
2021
Q1 		$7.37M Sell
89,424
-4,765
-5% -$457K 0.02% 128
2020
Q4 		$8.56M Sell
94,189
-30,999
-25% -$1.93M 0.02% 125
2020
Q3 		$5M Buy
125,188
+7,461
+6% +$261K 0.02% 134
2020
Q2 		$4.04M Buy
117,727
+4,253
+4% +$127K 0.02% 137
2020
Q1 		$2.52M Buy
113,474
+32,823
+41% +$830K 0.01% 142
2019
Q4 		$1.58M Buy
+80,651
New +$1.28M 0.01% 151

Other funds holding FATE

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

WCM Investment Management's FATE Position: Q1 2023 in Review

WCM Investment Management sold out of Fate Therapeutics (FATE) in Q1 2023, closing a stake of 185,273 shares — an estimated $1.87M sold.

WCM Investment Management first reported a position in FATE in Q4 2019 and held it in 13 quarters. The position peaked at $8.56M in Q4 2020. 181 funds tracked by Wall St. Rank hold FATE as of Q1 2023.

  • WCM Investment Management reported no remaining Fate Therapeutics position as of Q1 2023 after selling out during the quarter.
  • WCM Investment Management sold 185,273 Fate Therapeutics shares in Q1 2023, an estimated $1.87M.
  • WCM Investment Management first reported a position in Fate Therapeutics in Q4 2019 and held it in 13 quarters.
  • WCM Investment Management's Fate Therapeutics position peaked at $8.56M in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2023.

Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.