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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FATE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FATE Position History
Fate Therapeutics, Inc. • Healthcare
Quarters held
5
Latest value
$29K
Q3 2026
Peak value
$248K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54K |
| Q4 2025 | $35K |
| Q1 2026 | $87K |
| Q2 2026 | $248K |
| Q3 2026 | $29K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29K | 13.4K | — | — |
| Q2 2026 | $248K | 90.5K | — | — |
| Q1 2026 | $87K | 71.5K | — | — |
| Q4 2025 | $35K | 34.9K | — | — |
| Q3 2025 | $54K | 38.7K | — | — |