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Baron Silver Stevens Financial Advisors’s Precigen PGEN Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,800
Closed -$400K – 128
2022
Q3 		$400K Buy
+3,800
New +$8.01K 0.11% 56
2021
Q1 		– Sell
-3,800
Closed -$38K – 346
2020
Q4 		$38K Buy
+3,800
New +$24.6K 0.01% 156

Other funds holding PGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PGEN Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Precigen (PGEN) in Q4 2022, closing a stake of 3,800 shares — an estimated $400K sold.

Baron Silver Stevens Financial Advisors first reported a position in PGEN in Q4 2020 and held it in 2 quarters. The position peaked at $400K in Q3 2022. 160 funds tracked by Wall St. Rank hold PGEN as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Precigen position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 3,800 Precigen shares in Q4 2022, an estimated $400K.
  • Baron Silver Stevens Financial Advisors first reported a position in Precigen in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Precigen position peaked at $400K in Q3 2022.
  • 160 funds tracked by Wall St. Rank held Precigen as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.