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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 – – 984
2020
Q3 		$0 Buy
+100
New +$475 ﹤0.01% 916
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return