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Iowa State Bank’s Serina Therapeutics SER Stock Holding History

Iowa State Bank’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
2021
Q2 		– Sell
-313
Closed -$18K – 124
2021
Q1 		$18K Hold
313
– – 0.01% 122
2020
Q4 		$17K Hold
313
– – 0.01% 124
2020
Q3 		$9K Hold
313
– – ﹤0.01% 119
2020
Q2 		$10K Hold
313
– – ﹤0.01% 110
2020
Q1 		$10K Hold
313
– – ﹤0.01% 121
2019
Q4 		$20K Hold
313
– – 0.01% 133
2019
Q3 		$22K Hold
313
– – 0.01% 130
2019
Q2 		$40K Buy
+313
New +$42.4K 0.02% 105

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Iowa State Bank's SER Position: Q2 2021 in Review

Iowa State Bank sold out of Serina Therapeutics (SER) in Q2 2021, closing a stake of 313 shares — an estimated $18K sold.

Iowa State Bank first reported a position in SER in Q2 2019 and held it in 8 quarters. The position peaked at $40K in Q2 2019. 33 funds tracked by Wall St. Rank hold SER as of Q2 2021.

  • Iowa State Bank reported no remaining Serina Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Iowa State Bank sold 313 Serina Therapeutics shares in Q2 2021, an estimated $18K.
  • Iowa State Bank first reported a position in Serina Therapeutics in Q2 2019 and held it in 8 quarters.
  • Iowa State Bank's Serina Therapeutics position peaked at $40K in Q2 2019.
  • 33 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2021.

Based on Iowa State Bank's 13F filing for Q2 2021, filed 3 Aug 2021.