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Advisor Group’s Serina Therapeutics SER Stock Holding History

Advisor Group’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$0 Hold
8
– – ﹤0.01% 5465
2019
Q3 		$0 Hold
8
– – ﹤0.01% 5448
2019
Q2 		$1K Sell
8
-3
-27% -$406 ﹤0.01% 5161
2019
Q1 		$1K Buy
11
+2
+22% +$292 ﹤0.01% 5130
2018
Q4 		$1K Buy
+9
New +$1.14K ﹤0.01% 5021

Other funds holding SER

BC
Broadwood Capital New York $1.91B AUM 44.39% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Advisor Group's SER Position: Q4 2019 in Review

Advisor Group held its Serina Therapeutics (SER) position steady in Q4 2019 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5465.

Advisor Group first reported a position in SER in Q4 2018 and has held it in 5 quarters since. The position peaked at $1K in Q2 2019. 51 funds tracked by Wall St. Rank hold SER as of Q4 2019.

  • Advisor Group held 8 shares of Serina Therapeutics worth $0 as of Q4 2019.
  • Advisor Group left its Serina Therapeutics share count unchanged in Q4 2019.
  • Serina Therapeutics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5465 holding.
  • Advisor Group first reported a position in Serina Therapeutics in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Serina Therapeutics position peaked at $1K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.