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Plante Moran Financial Advisors’s Precigen PGEN Stock Holding History

Plante Moran Financial Advisors’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
2020
Q4 		– Sell
-100
Closed – – 955
2020
Q3 		$0 Buy
+100
New +$475 ﹤0.01% 885
2017
Q4 		– Sell
-4,000
Closed -$76K – 908
2017
Q3 		$76K Hold
4,000
– – 0.05% 243
2017
Q2 		$96K Hold
4,000
– – 0.06% 202
2017
Q1 		$79K Sell
4,000
-36
-0.9% -$804 0.05% 242
2016
Q4 		$97K Hold
4,036
– – 0.06% 221
2016
Q3 		$112K Hold
4,036
– – 0.08% 191
2016
Q2 		$98K Buy
+4,036
New +$114K 0.07% 187

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's PGEN Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Precigen (PGEN) in Q4 2020, closing a stake of 100 shares.

Plante Moran Financial Advisors first reported a position in PGEN in Q2 2016 and held it in 7 quarters. The position peaked at $112K in Q3 2016. 151 funds tracked by Wall St. Rank hold PGEN as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Precigen position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Precigen shares in Q4 2020.
  • Plante Moran Financial Advisors first reported a position in Precigen in Q2 2016 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Precigen position peaked at $112K in Q3 2016.
  • 151 funds tracked by Wall St. Rank held Precigen as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.