Capital Advisors Inc’s Geron GERN Stock Holding History

Capital Advisors Inc’s Portfolio GERN Stock Details GERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,100	Closed	-$12K	–	195
2020 Q1	$12K	Buy	+10,100	New	+$12.4K	﹤0.01%	163

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Capital Advisors Inc's GERN Position: Q2 2020 in Review

Capital Advisors Inc sold out of Geron (GERN) in Q2 2020, closing a stake of 10,100 shares — an estimated $12K sold.

Capital Advisors Inc first reported a position in GERN in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 139 funds tracked by Wall St. Rank hold GERN as of Q2 2020.

Capital Advisors Inc reported no remaining Geron position as of Q2 2020 after selling out during the quarter.
Capital Advisors Inc sold 10,100 Geron shares in Q2 2020, an estimated $12K.
Capital Advisors Inc first reported a position in Geron in Q1 2020 and held it in 1 quarter.
Capital Advisors Inc's Geron position peaked at $12K in Q1 2020.
139 funds tracked by Wall St. Rank held Geron as of Q2 2020.

Based on Capital Advisors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.