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Credential Qtrade Securities’s Serina Therapeutics SER Stock Holding History

Credential Qtrade Securities’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
2021
Q3 		– Sell
-8
Closed -$452 – 377
2021
Q2 		$452 Hold
8
– – ﹤0.01% 356
2021
Q1 		$473 Hold
8
– – ﹤0.01% 382
2020
Q4 		$443 Buy
+8
New +$461 ﹤0.01% 325

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Credential Qtrade Securities's SER Position: Q3 2021 in Review

Credential Qtrade Securities sold out of Serina Therapeutics (SER) in Q3 2021, closing a stake of 8 shares — an estimated $452 sold.

Credential Qtrade Securities first reported a position in SER in Q4 2020 and held it in 3 quarters. The position peaked at $473 in Q1 2021. 31 funds tracked by Wall St. Rank hold SER as of Q3 2021.

  • Credential Qtrade Securities reported no remaining Serina Therapeutics position as of Q3 2021 after selling out during the quarter.
  • Credential Qtrade Securities sold 8 Serina Therapeutics shares in Q3 2021, an estimated $452.
  • Credential Qtrade Securities first reported a position in Serina Therapeutics in Q4 2020 and held it in 3 quarters.
  • Credential Qtrade Securities's Serina Therapeutics position peaked at $473 in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2021.

Based on Credential Qtrade Securities's 13F filing for Q3 2021, filed 21 Jul 2025.