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Lindbrook Capital’s Serina Therapeutics SER Stock Holding History

Lindbrook Capital’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
2024
Q1 		– Sell
-5
Closed -$66 – 2765
2023
Q4 		$66 Hold
5
– – ﹤0.01% 2661
2023
Q3 		$117 Hold
5
– – ﹤0.01% 2649
2023
Q2 		$154 Hold
5
– – ﹤0.01% 2659
2023
Q1 		$114 Hold
5
– – ﹤0.01% 2735
2022
Q4 		$95 Hold
5
– – ﹤0.01% 2786
2022
Q3 		$0 Hold
5
– – ﹤0.01% 2950
2022
Q2 		$0 Hold
5
– – ﹤0.01% 2807
2022
Q1 		$0 Hold
5
– – ﹤0.01% 2635
2021
Q4 		$0 Buy
+5
New +$135 ﹤0.01% 2223

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 $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lindbrook Capital's SER Position: Q1 2024 in Review

Lindbrook Capital sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 5 shares — an estimated $66 sold.

Lindbrook Capital first reported a position in SER in Q4 2021 and held it in 9 quarters. The position peaked at $154 in Q2 2023. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

  • Lindbrook Capital reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 5 Serina Therapeutics shares in Q1 2024, an estimated $66.
  • Lindbrook Capital first reported a position in Serina Therapeutics in Q4 2021 and held it in 9 quarters.
  • Lindbrook Capital's Serina Therapeutics position peaked at $154 in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.