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Patriot Financial Group Insurance Agency’s Geron GERN Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,500
Closed -$3K – 1039
2018
Q3 		$3K Sell
1,500
-1,500
-50% -$6.54K ﹤0.01% 811
2018
Q2 		$10K Sell
3,000
-11,300
-79% -$43.1K 0.01% 396
2018
Q1 		$57K Buy
+14,300
New +$38.6K 0.04% 290

Other funds holding GERN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GERN Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Geron (GERN) in Q4 2018, closing a stake of 1,500 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in GERN in Q1 2018 and held it in 3 quarters. The position peaked at $57K in Q1 2018. 138 funds tracked by Wall St. Rank hold GERN as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Geron position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,500 Geron shares in Q4 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Geron in Q1 2018 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Geron position peaked at $57K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Geron as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.