Apriem Advisors’s Geron GERN Stock Holding History

Apriem Advisors’s Portfolio GERN Stock Details GERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,000	Closed	-$17K	–	134
2019 Q1	$17K	Hold	10,000	–	–	﹤0.01%	127
2018 Q4	$10K	Hold	10,000	–	–	﹤0.01%	126
2018 Q3	$18K	Buy	+10,000	New	+$43.6K	﹤0.01%	146
2014 Q4	–	Sell	-300	Closed	-$1K	–	529
2014 Q3	$1K	Sell	300 -17	-5%	-$42	﹤0.01%	500
2014 Q2	$1K	Hold	317	–	–	﹤0.01%	458
2014 Q1	$1K	Hold	317	–	–	﹤0.01%	471
2013 Q4	$1K	Hold	317	–	–	﹤0.01%	483
2013 Q3	$1K	Hold	317	–	–	﹤0.01%	477
2013 Q2	$0	Buy	+317	New	+$344	﹤0.01%	472

Other funds holding GERN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apriem Advisors's GERN Position: Q2 2019 in Review

Apriem Advisors sold out of Geron (GERN) in Q2 2019, closing a stake of 10,000 shares — an estimated $17K sold.

Apriem Advisors first reported a position in GERN in Q2 2013 and held it in 9 quarters. The position peaked at $18K in Q3 2018. 117 funds tracked by Wall St. Rank hold GERN as of Q2 2019.

Apriem Advisors reported no remaining Geron position as of Q2 2019 after selling out during the quarter.
Apriem Advisors sold 10,000 Geron shares in Q2 2019, an estimated $17K.
Apriem Advisors first reported a position in Geron in Q2 2013 and held it in 9 quarters.
Apriem Advisors's Geron position peaked at $18K in Q3 2018.
117 funds tracked by Wall St. Rank held Geron as of Q2 2019.

Based on Apriem Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.