Wealthspire Advisors (Maryland)’s Editas Medicine EDIT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,920	Closed	-$205K	–	508
2020 Q2	$205K	Buy	+6,920	New	+$181K	0.01%	418
2020 Q1	–	Sell	-6,920	Closed	-$205K	–	452
2019 Q4	$205K	Buy	+6,920	New	+$173K	0.01%	468
2019 Q3	–	Sell	-9,605	Closed	-$238K	–	473
2019 Q2	$238K	Sell	9,605 -3,175	-25%	-$75.8K	0.02%	405
2019 Q1	$312K	Buy	12,780 +9,725	+318%	+$220K	0.02%	347
2018 Q4	$70K	Buy	3,055 +1,000	+49%	+$27.2K	0.01%	726
2018 Q3	$65K	Buy	2,055 +500	+32%	+$16.2K	0.01%	870
2018 Q2	$56K	Hold	1,555	–	–	0.01%	929
2018 Q1	$52K	Buy	+1,555	New	+$55.4K	﹤0.01%	961

Other funds holding EDIT

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EDIT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Editas Medicine (EDIT) in Q3 2020, closing a stake of 6,920 shares — an estimated $205K sold.

Wealthspire Advisors (Maryland) first reported a position in EDIT in Q1 2018 and held it in 8 quarters. The position peaked at $312K in Q1 2019. 239 funds tracked by Wall St. Rank hold EDIT as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Editas Medicine position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 6,920 Editas Medicine shares in Q3 2020, an estimated $205K.
Wealthspire Advisors (Maryland) first reported a position in Editas Medicine in Q1 2018 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Editas Medicine position peaked at $312K in Q1 2019.
239 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.