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Beirne Wealth Consulting Services’s Serina Therapeutics SER Stock Holding History

Beirne Wealth Consulting Services’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
-512
Closed -$6.93K – 154
2023
Q4 		$6.93K Hold
512
– – ﹤0.01% 155
2023
Q3 		$16.1K Hold
512
– – 0.01% 94
2023
Q2 		$16.1K Hold
512
– – 0.01% 94
2023
Q1 		$11.9K Hold
512
– – 0.01% 99
2022
Q4 		$9.93K Hold
512
– – ﹤0.01% 97
2022
Q3 		$10K Hold
512
– – ﹤0.01% 103
2022
Q2 		$10K Hold
512
– – 0.01% 94
2022
Q1 		$15K Hold
512
– – 0.01% 99
2021
Q4 		$20K Hold
512
– – 0.01% 104
2021
Q3 		$17K Hold
512
– – 0.01% 116
2021
Q2 		$28K Hold
512
– – 0.02% 111
2021
Q1 		$29K Hold
512
– – 0.02% 107
2020
Q4 		$27K Hold
512
– – 0.01% 161
2020
Q3 		$15K Sell
512
-170
-25% -$6.07K 0.01% 140
2020
Q2 		$23K Buy
682
+341
+100% +$10K 0.02% 76
2020
Q1 		$11K Hold
341
– – 0.01% 71
2019
Q4 		$22K Hold
341
– – 0.02% 94
2019
Q3 		$24K Hold
341
– – 0.02% 136
2019
Q2 		$44K Buy
+341
New +$46.2K 0.04% 133

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 $1.55B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beirne Wealth Consulting Services's SER Position: Q1 2024 in Review

Beirne Wealth Consulting Services sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 512 shares — an estimated $6.93K sold.

Beirne Wealth Consulting Services first reported a position in SER in Q2 2019 and held it in 19 quarters. The position peaked at $44K in Q2 2019. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

  • Beirne Wealth Consulting Services reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 512 Serina Therapeutics shares in Q1 2024, an estimated $6.93K.
  • Beirne Wealth Consulting Services first reported a position in Serina Therapeutics in Q2 2019 and held it in 19 quarters.
  • Beirne Wealth Consulting Services's Serina Therapeutics position peaked at $44K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2024, filed 13 May 2024.