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Capital Investment Advisory Services’s Geron GERN Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,000
Closed -$1K – 839
2019
Q3 		$1K Hold
1,000
– – ﹤0.01% 1325
2019
Q2 		$1K Hold
1,000
– – ﹤0.01% 1339
2019
Q1 		$2K Hold
1,000
– – ﹤0.01% 1107
2018
Q4 		$1K Buy
+1,000
New +$1.52K ﹤0.01% 1128

Other funds holding GERN

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisory Services's GERN Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Geron (GERN) in Q4 2019, closing a stake of 1,000 shares — an estimated $1K sold.

Capital Investment Advisory Services first reported a position in GERN in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 117 funds tracked by Wall St. Rank hold GERN as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Geron position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 Geron shares in Q4 2019, an estimated $1K.
  • Capital Investment Advisory Services first reported a position in Geron in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Geron position peaked at $2K in Q1 2019.
  • 117 funds tracked by Wall St. Rank held Geron as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.