Financial Engines Advisors
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Financial Engines Advisors’s Precigen PGEN Stock Holding History

Financial Engines Advisors’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$69K – 247
2021
Q1 		$69K Hold
10,000
– – ﹤0.01% 266
2020
Q4 		$102K Hold
10,000
– – ﹤0.01% 253
2020
Q3 		$35K Hold
10,000
– – ﹤0.01% 242
2020
Q2 		$50K Buy
+10,000
New +$34K ﹤0.01% 207

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors's PGEN Position: Q2 2021 in Review

Financial Engines Advisors sold out of Precigen (PGEN) in Q2 2021, closing a stake of 10,000 shares — an estimated $69K sold.

Financial Engines Advisors first reported a position in PGEN in Q2 2020 and held it in 4 quarters. The position peaked at $102K in Q4 2020. 150 funds tracked by Wall St. Rank hold PGEN as of Q2 2021.

  • Financial Engines Advisors reported no remaining Precigen position as of Q2 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 10,000 Precigen shares in Q2 2021, an estimated $69K.
  • Financial Engines Advisors first reported a position in Precigen in Q2 2020 and held it in 4 quarters.
  • Financial Engines Advisors's Precigen position peaked at $102K in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Precigen as of Q2 2021.

Based on Financial Engines Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.