IA
SRNE

IFP Advisors’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

IFP Advisors’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
2018
Q1 		– Sell
-1,000
Closed -$4K – 3865
2017
Q4 		$4K Buy
+1,000
New +$2.6K ﹤0.01% 3357
2016
Q4 		– Sell
-5,400
Closed -$41K – 4188
2016
Q3 		$41K Buy
+5,400
New +$36.4K ﹤0.01% 1949

Other funds holding SRNE

PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OFA
Oaktree Fund Advisors Los Angles, California $56.9M AUM 80.32% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $56.9M AUM 49.15% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

IFP Advisors's SRNE Position: Q1 2023 in Review

IFP Advisors sold out of Sorrento Therapeutics, Inc. (SRNE) in Q1 2023, closing a stake of 34 shares — an estimated $1K sold.

IFP Advisors first reported a position in SRNE in Q4 2015 and held it in 19 quarters. The position peaked at $58K in Q3 2016. 34 funds tracked by Wall St. Rank hold SRNE as of Q1 2023.

  • IFP Advisors reported no remaining Sorrento Therapeutics, Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 34 Sorrento Therapeutics, Inc. shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Sorrento Therapeutics, Inc. in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Sorrento Therapeutics, Inc. position peaked at $58K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.