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Westwood Wealth Management’s Stoke Therapeutics STOK Stock Holding History

Westwood Wealth Management’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-95
Closed -$5.28M – 60
2021
Q4 		$5.28M Buy
+95
New +$2.27K 2.25% 12

Other funds holding STOK

ST
Skorpios Trust Limassol, Cyprus $53.2M AUM 90.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westwood Wealth Management's STOK Position: Q1 2022 in Review

Westwood Wealth Management sold out of Stoke Therapeutics (STOK) in Q1 2022, closing a stake of 95 shares — an estimated $5.28M sold.

Westwood Wealth Management first reported a position in STOK in Q4 2021 and held it in 1 quarter. The position peaked at $5.28M in Q4 2021. 99 funds tracked by Wall St. Rank hold STOK as of Q1 2022.

  • Westwood Wealth Management reported no remaining Stoke Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Westwood Wealth Management sold 95 Stoke Therapeutics shares in Q1 2022, an estimated $5.28M.
  • Westwood Wealth Management first reported a position in Stoke Therapeutics in Q4 2021 and held it in 1 quarter.
  • Westwood Wealth Management's Stoke Therapeutics position peaked at $5.28M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2022.

Based on Westwood Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.