Avantax Advisory Services’s Geron GERN Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-35,360	Closed	-$62K	–	1091
2020 Q3	$62K	Buy	+35,360	New	+$65.4K	﹤0.01%	1332

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

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

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

Avantax Advisory Services's GERN Position: Q4 2020 in Review

Avantax Advisory Services sold out of Geron (GERN) in Q4 2020, closing a stake of 35,360 shares — an estimated $62K sold.

Avantax Advisory Services first reported a position in GERN in Q3 2020 and held it in 1 quarter. The position peaked at $62K in Q3 2020. 152 funds tracked by Wall St. Rank hold GERN as of Q4 2020.

Avantax Advisory Services reported no remaining Geron position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 35,360 Geron shares in Q4 2020, an estimated $62K.
Avantax Advisory Services first reported a position in Geron in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Geron position peaked at $62K in Q3 2020.
152 funds tracked by Wall St. Rank held Geron as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.