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Brandywine Oak Private Wealth’s Serina Therapeutics SER Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1
Closed – – 657
2018
Q4 		$0 Buy
+1
New +$127 ﹤0.01% 727

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 of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Brandywine Oak Private Wealth's SER Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Serina Therapeutics (SER) in Q1 2019, closing a stake of 1 share.

Brandywine Oak Private Wealth first reported a position in SER in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 59 funds tracked by Wall St. Rank hold SER as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Serina Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1 Serina Therapeutics share in Q1 2019.
  • Brandywine Oak Private Wealth first reported a position in Serina Therapeutics in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Serina Therapeutics position peaked at $0 in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.