GIA
GERN icon

Gladstone Institutional Advisory’s Geron GERN Stock Holding History

Gladstone Institutional Advisory’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
2021
Q1 		– Sell
-10,500
Closed -$17K – 428
2020
Q4 		$17K Buy
+10,500
New +$19.1K ﹤0.01% 296

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Gladstone Institutional Advisory's GERN Position: Q1 2021 in Review

Gladstone Institutional Advisory sold out of Geron (GERN) in Q1 2021, closing a stake of 10,500 shares — an estimated $17K sold.

Gladstone Institutional Advisory first reported a position in GERN in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 146 funds tracked by Wall St. Rank hold GERN as of Q1 2021.

  • Gladstone Institutional Advisory reported no remaining Geron position as of Q1 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,500 Geron shares in Q1 2021, an estimated $17K.
  • Gladstone Institutional Advisory first reported a position in Geron in Q4 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Geron position peaked at $17K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Geron as of Q1 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2021, filed 17 May 2021.