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Berman Capital Advisors’s Serina Therapeutics SER Stock Holding History

Berman Capital Advisors’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
2019
Q4 		– Sell
-2
Closed – – 1559
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1598
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1595
2019
Q1 		$0 Buy
+2
New +$292 ﹤0.01% 1499

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's SER Position: Q4 2019 in Review

Berman Capital Advisors sold out of Serina Therapeutics (SER) in Q4 2019, closing a stake of 2 shares.

Berman Capital Advisors first reported a position in SER in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 51 funds tracked by Wall St. Rank hold SER as of Q4 2019.

  • Berman Capital Advisors reported no remaining Serina Therapeutics position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 2 Serina Therapeutics shares in Q4 2019.
  • Berman Capital Advisors first reported a position in Serina Therapeutics in Q1 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Serina Therapeutics position peaked at $0 in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.