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Freestone Capital Holdings’s Serina Therapeutics SER Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-14
Closed -$760 – 1165
2020
Q4 		$760 Hold
14
– – ﹤0.01% 1235
2020
Q3 		$405 Buy
+14
New +$500 ﹤0.01% 1182

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Freestone Capital Holdings's SER Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Serina Therapeutics (SER) in Q1 2021, closing a stake of 14 shares — an estimated $760 sold.

Freestone Capital Holdings first reported a position in SER in Q3 2020 and held it in 2 quarters. The position peaked at $760 in Q4 2020. 36 funds tracked by Wall St. Rank hold SER as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Serina Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 14 Serina Therapeutics shares in Q1 2021, an estimated $760.
  • Freestone Capital Holdings first reported a position in Serina Therapeutics in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Serina Therapeutics position peaked at $760 in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.