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Avior Wealth Management’s Serina Therapeutics SER Stock Holding History

Avior 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
2024
Q1 		– Sell
-1
Closed -$11 – 3875
2023
Q4 		$11 Hold
1
– – ﹤0.01% 1517
2023
Q3 		$20 Hold
1
– – ﹤0.01% 1582
2023
Q2 		$26 Hold
1
– – ﹤0.01% 1550
2023
Q1 		$19 Buy
+1
New +$23 ﹤0.01% 1615
2021
Q2 		– Sell
-85
Closed -$4K – 1154
2021
Q1 		$4K Buy
+85
New +$5.95K ﹤0.01% 872

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's SER Position: Q1 2024 in Review

Avior Wealth Management sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 1 share — an estimated $11 sold.

Avior Wealth Management first reported a position in SER in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

  • Avior Wealth Management reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Serina Therapeutics share in Q1 2024, an estimated $11.
  • Avior Wealth Management first reported a position in Serina Therapeutics in Q1 2021 and held it in 5 quarters.
  • Avior Wealth Management's Serina Therapeutics position peaked at $4K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.