WIM
SGMO

WealthPlan Investment Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-400
Closed -$520 – 314
2023
Q2 		$520 Hold
400
– – ﹤0.01% 346
2023
Q1 		$704 Buy
+400
New +$1.14K ﹤0.01% 417

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
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WealthPlan Investment Management's SGMO Position: Q3 2023 in Review

WealthPlan Investment Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q3 2023, closing a stake of 400 shares — an estimated $520 sold.

WealthPlan Investment Management first reported a position in SGMO in Q1 2023 and held it in 2 quarters. The position peaked at $704 in Q1 2023. 134 funds tracked by Wall St. Rank hold SGMO as of Q3 2023.

  • WealthPlan Investment Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 400 SANGAMO THERAPEUTICS INC shares in Q3 2023, an estimated $520.
  • WealthPlan Investment Management first reported a position in SANGAMO THERAPEUTICS INC in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's SANGAMO THERAPEUTICS INC position peaked at $704 in Q1 2023.
  • 134 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.