BDO Wealth Advisors’s Precigen PGEN Stock Holding History

BDO Wealth 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
2023 Q2	$1.73K	Hold	1,500	–	–	﹤0.01%	868
2023 Q1	$1.59K	Hold	1,500	–	–	﹤0.01%	924
2022 Q4	$2.28K	Hold	1,500	–	–	﹤0.01%	862
2022 Q3	$3K	Hold	1,500	–	–	﹤0.01%	889
2022 Q2	$2K	Hold	1,500	–	–	﹤0.01%	912
2022 Q1	$3K	Hold	1,500	–	–	﹤0.01%	897
2021 Q4	$6K	Hold	1,500	–	–	﹤0.01%	807
2021 Q3	$7K	Hold	1,500	–	–	﹤0.01%	786
2021 Q2	$10K	Sell	1,500 -17,522	-92%	-$122K	﹤0.01%	749
2021 Q1	$131K	Buy	19,022 +15,822	+494%	+$134K	0.02%	338
2020 Q4	$33K	Hold	3,200	–	–	﹤0.01%	397
2020 Q3	$11K	Buy	3,200 +200	+7%	+$949	﹤0.01%	485
2020 Q2	$15K	Buy	+3,000	New	+$10.2K	﹤0.01%	456
2018 Q4	–	Sell	-3,200	Closed	-$55K	–	606
2018 Q3	$55K	Hold	3,200	–	–	0.02%	282
2018 Q2	$45K	Buy	+3,200	New	+$54K	0.02%	310

Other funds holding PGEN

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's PGEN Position: Q2 2023 in Review

BDO Wealth Advisors held its Precigen (PGEN) position steady in Q2 2023 at 1,500 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

BDO Wealth Advisors first reported a position in PGEN in Q2 2018 and has held it in 15 quarters since. The position peaked at $131K in Q1 2021. 138 funds tracked by Wall St. Rank hold PGEN as of Q2 2023.

BDO Wealth Advisors held 1,500 shares of Precigen worth $1.73K as of Q2 2023.
BDO Wealth Advisors left its Precigen share count unchanged in Q2 2023.
Precigen made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #868 holding.
BDO Wealth Advisors first reported a position in Precigen in Q2 2018 and has held it in 15 quarters since.
BDO Wealth Advisors's Precigen position peaked at $131K in Q1 2021.
138 funds tracked by Wall St. Rank held Precigen as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.