LPL Financial
SER icon

LPL Financial’s Serina Therapeutics SER Stock Holding History

LPL Financial’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
-350
Closed -$4.73K – 5044
2023
Q4 		$4.73K Hold
350
– – ﹤0.01% 4778
2023
Q3 		$8.36K Hold
350
– – ﹤0.01% 4651
2023
Q2 		$11K Sell
350
-17
-5% -$364 ﹤0.01% 4554
2023
Q1 		$8.55K Hold
367
– – ﹤0.01% 4460
2022
Q4 		$7.12K Buy
367
+3
+0.8% +$63 ﹤0.01% 4429
2022
Q3 		$7K Sell
364
-7
-2% -$158 ﹤0.01% 4386
2022
Q2 		$8K Buy
+371
New +$10K ﹤0.01% 4392

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

LPL Financial's SER Position: Q1 2024 in Review

LPL Financial sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 350 shares — an estimated $4.73K sold.

LPL Financial first reported a position in SER in Q2 2022 and held it in 7 quarters. The position peaked at $11K in Q2 2023. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

  • LPL Financial reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 350 Serina Therapeutics shares in Q1 2024, an estimated $4.73K.
  • LPL Financial first reported a position in Serina Therapeutics in Q2 2022 and held it in 7 quarters.
  • LPL Financial's Serina Therapeutics position peaked at $11K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.