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MPS Loria Financial Planners’s Precigen PGEN Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed – – 445
2021
Q1 		$0 Hold
100
– – ﹤0.01% 622
2020
Q4 		$1K Hold
100
– – ﹤0.01% 565
2020
Q3 		$0 Hold
100
– – ﹤0.01% 340
2020
Q2 		$0 Buy
+100
New +$340 ﹤0.01% 340
2017
Q3 		– Sell
-100
Closed -$2K – 268
2017
Q2 		$2K Buy
+100
New +$2.19K ﹤0.01% 359

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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's PGEN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Precigen (PGEN) in Q2 2021, closing a stake of 100 shares.

MPS Loria Financial Planners first reported a position in PGEN in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2017. 150 funds tracked by Wall St. Rank hold PGEN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Precigen position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Precigen shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Precigen in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Precigen position peaked at $2K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held Precigen as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.