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Dynamic Advisor Solutions’s Geron GERN Stock Holding History

Dynamic Advisor Solutions’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
2023
Q3 		– Sell
-12,000
Closed -$38.5K – 856
2023
Q2 		$38.5K Buy
+12,000
New +$34.1K ﹤0.01% 790

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TCM
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NMC
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VC
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MB
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Dynamic Advisor Solutions's GERN Position: Q3 2023 in Review

Dynamic Advisor Solutions sold out of Geron (GERN) in Q3 2023, closing a stake of 12,000 shares — an estimated $38.5K sold.

Dynamic Advisor Solutions first reported a position in GERN in Q2 2023 and held it in 1 quarter. The position peaked at $38.5K in Q2 2023. 202 funds tracked by Wall St. Rank hold GERN as of Q3 2023.

  • Dynamic Advisor Solutions reported no remaining Geron position as of Q3 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,000 Geron shares in Q3 2023, an estimated $38.5K.
  • Dynamic Advisor Solutions first reported a position in Geron in Q2 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Geron position peaked at $38.5K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Geron as of Q3 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2023, filed 11 Oct 2023.