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Atlas Private Wealth Management’s Serina Therapeutics SER Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-15
Closed -$1K – 402
2021
Q1 		$1K Hold
15
– – ﹤0.01% 396
2020
Q4 		$1K Hold
15
– – ﹤0.01% 364
2020
Q3 		$0 Hold
15
– – ﹤0.01% 490
2020
Q2 		$0 Hold
15
– – ﹤0.01% 497
2020
Q1 		$0 Buy
15
+10
+200% +$470 ﹤0.01% 496
2019
Q4 		$0 Buy
+5
New +$270 ﹤0.01% 482

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Atlas Private Wealth Management's SER Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Serina Therapeutics (SER) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in SER in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 33 funds tracked by Wall St. Rank hold SER as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Serina Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 15 Serina Therapeutics shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Serina Therapeutics in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Serina Therapeutics position peaked at $1K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.