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LMG Wealth Partners’s Precigen PGEN Stock Holding History

LMG Wealth Partners’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
2023
Q4 		– Sell
-23,232
Closed -$33K – 108
2023
Q3 		$33K Sell
23,232
-744
-3% -$1.05K 0.01% 104
2023
Q2 		$27.6K Sell
23,976
-448
-2% -$529 0.01% 105
2023
Q1 		$25.9K Sell
24,424
-1,589
-6% -$2.29K 0.01% 104
2022
Q4 		$54.4K Buy
+26,013
New +$44.7K 0.02% 107

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMG Wealth Partners's PGEN Position: Q4 2023 in Review

LMG Wealth Partners sold out of Precigen (PGEN) in Q4 2023, closing a stake of 23,232 shares — an estimated $33K sold.

LMG Wealth Partners first reported a position in PGEN in Q4 2022 and held it in 4 quarters. The position peaked at $54.4K in Q4 2022. 137 funds tracked by Wall St. Rank hold PGEN as of Q4 2023.

  • LMG Wealth Partners reported no remaining Precigen position as of Q4 2023 after selling out during the quarter.
  • LMG Wealth Partners sold 23,232 Precigen shares in Q4 2023, an estimated $33K.
  • LMG Wealth Partners first reported a position in Precigen in Q4 2022 and held it in 4 quarters.
  • LMG Wealth Partners's Precigen position peaked at $54.4K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held Precigen as of Q4 2023.

Based on LMG Wealth Partners's 13F filing for Q4 2023, filed 23 Jan 2024.