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Capital Advisors Ltd’s Serina Therapeutics SER Stock Holding History

Capital Advisors Ltd’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
2023
Q4 		– Sell
-1
Closed – – 1522
2023
Q3 		$0 Hold
1
– – ﹤0.01% 1511
2023
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 1574

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's SER Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Serina Therapeutics (SER) in Q4 2023, closing a stake of 1 share.

Capital Advisors Ltd first reported a position in SER in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 34 funds tracked by Wall St. Rank hold SER as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Serina Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 1 Serina Therapeutics share in Q4 2023.
  • Capital Advisors Ltd first reported a position in Serina Therapeutics in Q2 2023 and held it in 2 quarters.
  • Capital Advisors Ltd's Serina Therapeutics position peaked at $0 in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.