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Optimum Investment Advisors’s Geron GERN Stock Holding History

Optimum Investment Advisors’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$4K – 983
2018
Q3 		$4K Sell
2,000
-4,500
-69% -$19.6K ﹤0.01% 930
2018
Q2 		$22K Hold
6,500
– – 0.01% 708
2018
Q1 		$28K Buy
+6,500
New +$17.6K 0.01% 642
2017
Q3 		– Sell
-12,000
Closed -$33K – 301
2017
Q2 		$33K Buy
+12,000
New +$31.9K 0.01% 293

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Optimum Investment Advisors's GERN Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Geron (GERN) in Q4 2018, closing a stake of 2,000 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in GERN in Q2 2017 and held it in 4 quarters. The position peaked at $33K in Q2 2017. 138 funds tracked by Wall St. Rank hold GERN as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Geron position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Geron shares in Q4 2018, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Geron in Q2 2017 and held it in 4 quarters.
  • Optimum Investment Advisors's Geron position peaked at $33K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held Geron as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.