IFP Advisors, Inc SGMO SANGAMO THERAPEUTICS INC COM

Ownership history in IFP Advisors, Inc  ·  16 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported SANGAMO THERAPEUTICS INC COM (SGMO) in 16 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows SGMO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in SANGAMO THERAPEUTICS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SGMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held SGMO — position size vs. price
% of Fund (quarterly)    SGMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,509 +9,821 +266.3% 0.00% $3K 2026-04-13 $0.26
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and SGMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning SGMO?

IFP Advisors, Inc reported SGMO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SGMO position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for SGMO was 0.00% in 2026 Q1.

What is the latest reported SGMO position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 13,509 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SGMO ownership page compare?

The chart compares IFP Advisors, Inc's quarterly SGMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their SGMO position?

Based on 13F filing dates vs. subsequent SGMO price moves, IFP Advisors, Inc correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on SGMO relative to SPY over the holding period was -23.8%.

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