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Jupiter Wealth Management’s Precigen PGEN Stock Holding History

Jupiter Wealth Management’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
2020
Q1 		– Sell
-20,500
Closed -$147K – 88
2019
Q4 		$147K Hold
20,500
– – 0.07% 81
2019
Q3 		$117K Hold
20,500
– – 0.06% 79
2019
Q2 		$155K Hold
20,500
– – 0.08% 77
2019
Q1 		$84K Buy
+20,500
New +$142K 0.04% 75

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Wealth Management's PGEN Position: Q1 2020 in Review

Jupiter Wealth Management sold out of Precigen (PGEN) in Q1 2020, closing a stake of 20,500 shares — an estimated $147K sold.

Jupiter Wealth Management first reported a position in PGEN in Q1 2019 and held it in 4 quarters. The position peaked at $155K in Q2 2019. 151 funds tracked by Wall St. Rank hold PGEN as of Q1 2020.

  • Jupiter Wealth Management reported no remaining Precigen position as of Q1 2020 after selling out during the quarter.
  • Jupiter Wealth Management sold 20,500 Precigen shares in Q1 2020, an estimated $147K.
  • Jupiter Wealth Management first reported a position in Precigen in Q1 2019 and held it in 4 quarters.
  • Jupiter Wealth Management's Precigen position peaked at $155K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Precigen as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.