Bank of Montreal
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Bank of Montreal’s Serina Therapeutics SER Stock Holding History

Bank of Montreal’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
2020
Q2 		– Sell
-11
Closed – – 4868
2020
Q1 		$0 Sell
11
-77
-88% -$3.62K ﹤0.01% 4801
2019
Q4 		$6K Buy
88
+23
+35% +$1.24K ﹤0.01% 4676
2019
Q3 		$5K Buy
65
+3
+5% +$285 ﹤0.01% 4561
2019
Q2 		$8K Buy
62
+49
+377% +$6.63K ﹤0.01% 4604
2019
Q1 		$2K Buy
+13
New +$1.9K ﹤0.01% 4163

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Bank of Montreal's SER Position: Q2 2020 in Review

Bank of Montreal sold out of Serina Therapeutics (SER) in Q2 2020, closing a stake of 11 shares.

Bank of Montreal first reported a position in SER in Q1 2019 and held it in 5 quarters. The position peaked at $8K in Q2 2019. 48 funds tracked by Wall St. Rank hold SER as of Q2 2020.

  • Bank of Montreal reported no remaining Serina Therapeutics position as of Q2 2020 after selling out during the quarter.
  • Bank of Montreal sold 11 Serina Therapeutics shares in Q2 2020.
  • Bank of Montreal first reported a position in Serina Therapeutics in Q1 2019 and held it in 5 quarters.
  • Bank of Montreal's Serina Therapeutics position peaked at $8K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2020.

Based on Bank of Montreal's 13F filing for Q2 2020, filed 12 Aug 2020.