WCM Investment Management
FATE icon

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

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BG
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JJ
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D.E. Shaw & Co
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AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return