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Foundations Investment Advisors’s Geron GERN Stock Holding History

Foundations Investment Advisors’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
2020
Q1 		– Sell
-12,500
Closed -$16K – 132
2019
Q4 		$16K Hold
12,500
– – ﹤0.01% 128
2019
Q3 		$18K Buy
+12,500
New +$16.7K ﹤0.01% 129

Other funds holding GERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Foundations Investment Advisors's GERN Position: Q1 2020 in Review

Foundations Investment Advisors sold out of Geron (GERN) in Q1 2020, closing a stake of 12,500 shares — an estimated $16K sold.

Foundations Investment Advisors first reported a position in GERN in Q3 2019 and held it in 2 quarters. The position peaked at $18K in Q3 2019. 116 funds tracked by Wall St. Rank hold GERN as of Q1 2020.

  • Foundations Investment Advisors reported no remaining Geron position as of Q1 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,500 Geron shares in Q1 2020, an estimated $16K.
  • Foundations Investment Advisors first reported a position in Geron in Q3 2019 and held it in 2 quarters.
  • Foundations Investment Advisors's Geron position peaked at $18K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Geron as of Q1 2020.

Based on Foundations Investment Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.