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

Wealthspire Advisors (New York)’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
2021 Q3	–	Sell	-5,900	Closed	-$334K	–	585
2021 Q2	$334K	Buy	5,900 +649	+12%	+$24K	0.01%	274
2021 Q1	$221K	Buy	5,251 +51	+1%	+$2.9K	0.01%	645
2020 Q4	$365K	Buy	+5,200	New	+$214K	0.01%	374
2019 Q1	–	Sell	-200	Closed	-$5K	–	262
2018 Q4	$5K	Buy	+200	New	+$5.44K	﹤0.01%	639

Other funds holding EDIT

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

AIM

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

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

NAMA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s EDIT Position: Q3 2021 in Review

Wealthspire Advisors (New York) sold out of Editas Medicine (EDIT) in Q3 2021, closing a stake of 5,900 shares — an estimated $334K sold.

Wealthspire Advisors (New York) first reported a position in EDIT in Q4 2018 and held it in 4 quarters. The position peaked at $365K in Q4 2020. 318 funds tracked by Wall St. Rank hold EDIT as of Q3 2021.

Wealthspire Advisors (New York) reported no remaining Editas Medicine position as of Q3 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 5,900 Editas Medicine shares in Q3 2021, an estimated $334K.
Wealthspire Advisors (New York) first reported a position in Editas Medicine in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Editas Medicine position peaked at $365K in Q4 2020.
318 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2021, filed 15 Nov 2021.