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Wipfli Financial Advisors’s Fate Therapeutics FATE Stock Holding History

Wipfli Financial Advisors’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$11K Buy
+498
New +$14.4K ﹤0.01% 1805

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Wipfli Financial Advisors's FATE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Fate Therapeutics (FATE) in Q3 2022: 498 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1805 among its holdings.

239 funds tracked by Wall St. Rank hold FATE as of Q3 2022.

  • Wipfli Financial Advisors held 498 shares of Fate Therapeutics worth $11K as of Q3 2022.
  • Fate Therapeutics was a new Wipfli Financial Advisors position in Q3 2022.
  • Fate Therapeutics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1805 holding.
  • 239 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.