GI
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Gradient Investments’s Precigen PGEN Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-1
Closed -$1 – 1663
2023
Q4 		$1 Hold
1
– – ﹤0.01% 1831
2023
Q3 		$1 Hold
1
– – ﹤0.01% 1806
2023
Q2 		$1 Hold
1
– – ﹤0.01% 1769
2023
Q1 		$1 Hold
1
– – ﹤0.01% 1506
2022
Q4 		$2 Sell
1
-14
-93% -$24 ﹤0.01% 1494
2022
Q3 		$0 Buy
15
+14
+1,400% +$30 ﹤0.01% 1493
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1339
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1303
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1304
2021
Q3 		$0 Buy
+1
New +$6 ﹤0.01% 1224

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gradient Investments's PGEN Position: Q1 2024 in Review

Gradient Investments sold out of Precigen (PGEN) in Q1 2024, closing a stake of 1 share — an estimated $1 sold.

Gradient Investments first reported a position in PGEN in Q3 2021 and held it in 10 quarters. The position peaked at $2 in Q4 2022. 130 funds tracked by Wall St. Rank hold PGEN as of Q1 2024.

  • Gradient Investments reported no remaining Precigen position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Precigen share in Q1 2024, an estimated $1.
  • Gradient Investments first reported a position in Precigen in Q3 2021 and held it in 10 quarters.
  • Gradient Investments's Precigen position peaked at $2 in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Precigen as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.