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Inspire Advisors’s Precigen PGEN Stock Holding History

Inspire Advisors’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
2023
Q1 		– Sell
-47,079
Closed -$71.6K – 230
2022
Q4 		$71.6K Buy
47,079
+8,435
+22% +$14.5K 0.02% 172
2022
Q3 		$82K Sell
38,644
-4,083
-10% -$8.61K 0.02% 139
2022
Q2 		$57K Buy
42,727
+26,056
+156% +$38.7K 0.02% 104
2022
Q1 		$35K Buy
+16,671
New +$40.6K 0.01% 111
2021
Q1 		– Sell
-4,493
Closed -$46K – 548
2020
Q4 		$46K Buy
+4,493
New +$29.1K 0.02% 239

Other funds holding PGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Inspire Advisors's PGEN Position: Q1 2023 in Review

Inspire Advisors sold out of Precigen (PGEN) in Q1 2023, closing a stake of 47,079 shares — an estimated $71.6K sold.

Inspire Advisors first reported a position in PGEN in Q4 2020 and held it in 5 quarters. The position peaked at $82K in Q3 2022. 157 funds tracked by Wall St. Rank hold PGEN as of Q1 2023.

  • Inspire Advisors reported no remaining Precigen position as of Q1 2023 after selling out during the quarter.
  • Inspire Advisors sold 47,079 Precigen shares in Q1 2023, an estimated $71.6K.
  • Inspire Advisors first reported a position in Precigen in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's Precigen position peaked at $82K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Precigen as of Q1 2023.

Based on Inspire Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.