FGC
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Financial Gravity Companies’s Precigen PGEN Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+28
New +$314 ﹤0.01% 1480
2018
Q1 		$0 Buy
13
+4
+44% +$57 ﹤0.01% 1579
2017
Q4 		$0 Buy
+9
New +$134 ﹤0.01% 1442

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's PGEN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Precigen (PGEN) in Q4 2018: 28 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PGEN as recently as Q1 2018.

Financial Gravity Companies first reported a position in PGEN in Q4 2017 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold PGEN as of Q4 2018.

  • Financial Gravity Companies held 28 shares of Precigen worth $0 as of Q4 2018.
  • Precigen was a new Financial Gravity Companies position in Q4 2018.
  • Precigen made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1480 holding.
  • Financial Gravity Companies first reported a position in Precigen in Q4 2017 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Precigen as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.