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Destination Wealth Management’s Serina Therapeutics SER Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-1,496
Closed -$213K – 774
2019
Q1 		$213K Buy
1,496
+509
+52% +$74.4K 0.01% 140
2018
Q4 		$104K Buy
+987
New +$125K 0.01% 177

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Destination Wealth Management's SER Position: Q2 2019 in Review

Destination Wealth Management sold out of Serina Therapeutics (SER) in Q2 2019, closing a stake of 1,496 shares — an estimated $213K sold.

Destination Wealth Management first reported a position in SER in Q4 2018 and held it in 2 quarters. The position peaked at $213K in Q1 2019. 51 funds tracked by Wall St. Rank hold SER as of Q2 2019.

  • Destination Wealth Management reported no remaining Serina Therapeutics position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,496 Serina Therapeutics shares in Q2 2019, an estimated $213K.
  • Destination Wealth Management first reported a position in Serina Therapeutics in Q4 2018 and held it in 2 quarters.
  • Destination Wealth Management's Serina Therapeutics position peaked at $213K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.