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AJ Wealth Strategies’s Eterna Therapeutics ERNA Stock Holding History

AJ Wealth Strategies’s Portfolio ERNA Stock Details ERNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96
Closed – – 294
2022
Q4 		$0 Buy
96
+91
+1,820% +$128K ﹤0.01% 307
2022
Q3 		$9K Hold
5
– – ﹤0.01% 304
2022
Q2 		$19K Buy
+5
New +$35.9K ﹤0.01% 305

Other funds holding ERNA

CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's ERNA Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Eterna Therapeutics (ERNA) in Q1 2023, closing a stake of 96 shares.

AJ Wealth Strategies first reported a position in ERNA in Q2 2022 and held it in 3 quarters. The position peaked at $19K in Q2 2022. 10 funds tracked by Wall St. Rank hold ERNA as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Eterna Therapeutics position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 96 Eterna Therapeutics shares in Q1 2023.
  • AJ Wealth Strategies first reported a position in Eterna Therapeutics in Q2 2022 and held it in 3 quarters.
  • AJ Wealth Strategies's Eterna Therapeutics position peaked at $19K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Eterna Therapeutics as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.