HM Payson & Co’s Serina Therapeutics SER Stock Holding History

HM Payson & Co’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
2020 Q1	–	Sell	-8	Closed	–	–	986
2019 Q4	$0	Hold	8	–	–	﹤0.01%	976
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	930
2019 Q2	$1K	Buy	+8	New	+$1.08K	﹤0.01%	944

Other funds holding SER

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HM Payson & Co's SER Position: Q1 2020 in Review

HM Payson & Co sold out of Serina Therapeutics (SER) in Q1 2020, closing a stake of 8 shares.

HM Payson & Co first reported a position in SER in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 49 funds tracked by Wall St. Rank hold SER as of Q1 2020.

HM Payson & Co reported no remaining Serina Therapeutics position as of Q1 2020 after selling out during the quarter.
HM Payson & Co sold 8 Serina Therapeutics shares in Q1 2020.
HM Payson & Co first reported a position in Serina Therapeutics in Q2 2019 and held it in 3 quarters.
HM Payson & Co's Serina Therapeutics position peaked at $1K in Q3 2019.
49 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.