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Golden State Wealth Management’s Precigen PGEN Stock Holding History

Golden State Wealth Management’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
2020
Q3 		– Sell
-37,752
Closed -$188K – 471
2020
Q2 		$188K Buy
+37,752
New +$128K 0.05% 234

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Golden State Wealth Management's PGEN Position: Q3 2020 in Review

Golden State Wealth Management sold out of Precigen (PGEN) in Q3 2020, closing a stake of 37,752 shares — an estimated $188K sold.

Golden State Wealth Management first reported a position in PGEN in Q2 2020 and held it in 1 quarter. The position peaked at $188K in Q2 2020. 159 funds tracked by Wall St. Rank hold PGEN as of Q3 2020.

  • Golden State Wealth Management reported no remaining Precigen position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 37,752 Precigen shares in Q3 2020, an estimated $188K.
  • Golden State Wealth Management first reported a position in Precigen in Q2 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Precigen position peaked at $188K in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Precigen as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.