HFRG
SRNE

Houlihan Financial Resource Group’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

Houlihan Financial Resource Group’s Portfolio SRNE Stock Details SRNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30,000
Closed -$11K – 180
2023
Q1 		$11K Hold
30,000
– – 0.01% 91
2022
Q4 		$29K Buy
+30,000
New +$39.8K 0.02% 88

Other funds holding SRNE

SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Houlihan Financial Resource Group's SRNE Position: Q2 2023 in Review

Houlihan Financial Resource Group sold out of Sorrento Therapeutics, Inc. (SRNE) in Q2 2023, closing a stake of 30,000 shares — an estimated $11K sold.

Houlihan Financial Resource Group first reported a position in SRNE in Q4 2022 and held it in 2 quarters. The position peaked at $29K in Q4 2022. 9 funds tracked by Wall St. Rank hold SRNE as of Q2 2023.

  • Houlihan Financial Resource Group reported no remaining Sorrento Therapeutics, Inc. position as of Q2 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 30,000 Sorrento Therapeutics, Inc. shares in Q2 2023, an estimated $11K.
  • Houlihan Financial Resource Group first reported a position in Sorrento Therapeutics, Inc. in Q4 2022 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Sorrento Therapeutics, Inc. position peaked at $29K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q2 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2023, filed 2 Aug 2023.