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Defender Capital’s Serina Therapeutics SER Stock Holding History

Defender Capital’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
2022
Q2 		– Sell
-969
Closed -$29K – 41
2022
Q1 		$29K Sell
969
-20
-2% -$569 0.01% 36
2021
Q4 		$38K Sell
989
-3
-0.3% -$81 0.01% 42
2021
Q3 		$33K Hold
992
– – 0.01% 39
2021
Q2 		$54K Hold
992
– – 0.02% 40
2021
Q1 		$57K Sell
992
-43
-4% -$3.01K 0.02% 38
2020
Q4 		$55K Buy
1,035
+23
+2% +$1.32K 0.02% 29
2020
Q3 		$29K Sell
1,012
-213
-17% -$7.6K 0.01% 30
2020
Q2 		$41K Sell
1,225
-225
-16% -$6.62K 0.02% 26
2020
Q1 		$47K Sell
1,450
-2,479
-63% -$117K 0.03% 21
2019
Q4 		$251K Sell
3,929
-1,903
-33% -$103K 0.22% 16
2019
Q3 		$407K Sell
5,832
-1,642
-22% -$156K 0.36% 15
2019
Q2 		$938K Sell
7,474
-1,568
-17% -$212K 0.76% 12
2019
Q1 		$1.32M Sell
9,042
-819
-8% -$120K 1.06% 11
2018
Q4 		$1.38M Buy
+9,861
New +$1.25M 1.31% 11

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Defender Capital's SER Position: Q2 2022 in Review

Defender Capital sold out of Serina Therapeutics (SER) in Q2 2022, closing a stake of 969 shares — an estimated $29K sold.

Defender Capital first reported a position in SER in Q4 2018 and held it in 14 quarters. The position peaked at $1.38M in Q4 2018. 31 funds tracked by Wall St. Rank hold SER as of Q2 2022.

  • Defender Capital reported no remaining Serina Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Defender Capital sold 969 Serina Therapeutics shares in Q2 2022, an estimated $29K.
  • Defender Capital first reported a position in Serina Therapeutics in Q4 2018 and held it in 14 quarters.
  • Defender Capital's Serina Therapeutics position peaked at $1.38M in Q4 2018.
  • 31 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2022.

Based on Defender Capital's 13F filing for Q2 2022, filed 26 Jul 2022.