LDFR
SRNE

Lehman & Derafelo Financial Resources’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q4 		– Sell
-3,100
Closed -$35K – 287
2020
Q3 		$35K Buy
3,100
+1,100
+55% +$10.1K 0.01% 184
2020
Q2 		$13K Buy
+2,000
New +$7.66K 0.01% 210

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CAM
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Geode Capital Management
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return