Jim Simons
SER icon

Jim Simons’s Serina Therapeutics SER Stock Holding History

Jim Simons’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
Q3 		– Sell
-2,134
Closed -$116K – 3914
2021
Q2 		$116K Sell
2,134
-7,263
-77% -$364K ﹤0.01% 3344
2021
Q1 		$535K Buy
9,397
+6,392
+213% +$447K ﹤0.01% 2884
2020
Q4 		$161K Buy
+3,005
New +$173K ﹤0.01% 3186

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Jim Simons's SER Position: Q3 2021 in Review

Jim Simons sold out of Serina Therapeutics (SER) in Q3 2021, closing a stake of 2,134 shares — an estimated $116K sold.

Jim Simons first reported a position in SER in Q4 2020 and held it in 3 quarters. The position peaked at $535K in Q1 2021. 31 funds tracked by Wall St. Rank hold SER as of Q3 2021.

  • Jim Simons reported no remaining Serina Therapeutics position as of Q3 2021 after selling out during the quarter.
  • Jim Simons sold 2,134 Serina Therapeutics shares in Q3 2021, an estimated $116K.
  • Jim Simons first reported a position in Serina Therapeutics in Q4 2020 and held it in 3 quarters.
  • Jim Simons's Serina Therapeutics position peaked at $535K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2021.

Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.