Wilshire Advisors’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,083
| Closed | -$13.2K | – | 10 |
|
|
2025
Q1 | $13.2K | Hold |
4,083
| – | – | 0.04% | 13 |
|
|
2024
Q4 | $7K | Hold |
4,083
| – | – | ﹤0.01% | 11 |
|
|
2024
Q3 | $15K | Hold |
4,083
| – | – | 0.01% | 11 |
|
|
2024
Q2 | $13.4K | Hold |
4,083
| – | – | 0.01% | 11 |
|
|
2024
Q1 | $30K | Hold |
4,083
| – | – | 0.01% | 11 |
|
|
2023
Q4 | $15.3K | Buy |
+4,083
| New | +$15.3K | 0.01% | 11 |
|
|
2022
Q3 | – | Sell |
-4,083
| Closed | -$101K | – | 12 |
|
|
2022
Q2 | $101K | Hold |
4,083
| – | – | 0.05% | 10 |
|
|
2022
Q1 | $158K | Hold |
4,083
| – | – | 0.07% | 10 |
|
|
2021
Q4 | $239K | Hold |
4,083
| – | – | 0.09% | 13 |
|
|
2021
Q3 | $242K | Buy |
+4,083
| New | +$242K | 0.64% | 9 |
|