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Liberty Wealth Management’s Precigen PGEN Stock Holding History

Liberty 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
Q2 		– Sell
-100
Closed – – 952
2020
Q1 		$0 Hold
100
– – ﹤0.01% 958
2019
Q4 		$1K Hold
100
– – ﹤0.01% 851
2019
Q3 		$1K Hold
100
– – ﹤0.01% 816
2019
Q2 		$1K Hold
100
– – ﹤0.01% 851
2019
Q1 		$0 Hold
100
– – ﹤0.01% 822
2018
Q4 		$0 Buy
+100
New +$1.12K ﹤0.01% 789

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Liberty Wealth Management's PGEN Position: Q2 2020 in Review

Liberty Wealth Management sold out of Precigen (PGEN) in Q2 2020, closing a stake of 100 shares.

Liberty Wealth Management first reported a position in PGEN in Q4 2018 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 154 funds tracked by Wall St. Rank hold PGEN as of Q2 2020.

  • Liberty Wealth Management reported no remaining Precigen position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 100 Precigen shares in Q2 2020.
  • Liberty Wealth Management first reported a position in Precigen in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Precigen position peaked at $1K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Precigen as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.