PMFA
SRNE

Plante Moran Financial Advisors’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

Plante Moran Financial Advisors’s Portfolio SRNE Stock Details SRNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$89 – 924
2022
Q4 		$89 Buy
+100
New +$133 ﹤0.01% 831

Other funds holding SRNE

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OCM
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OFA
Oaktree Fund Advisors Los Angles, California $56.9M AUM 80.32% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $56.9M AUM 49.15% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Plante Moran Financial Advisors's SRNE Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Sorrento Therapeutics, Inc. (SRNE) in Q1 2023, closing a stake of 100 shares — an estimated $89 sold.

Plante Moran Financial Advisors first reported a position in SRNE in Q4 2022 and held it in 1 quarter. The position peaked at $89 in Q4 2022. 34 funds tracked by Wall St. Rank hold SRNE as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Sorrento Therapeutics, Inc. position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Sorrento Therapeutics, Inc. shares in Q1 2023, an estimated $89.
  • Plante Moran Financial Advisors first reported a position in Sorrento Therapeutics, Inc. in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Sorrento Therapeutics, Inc. position peaked at $89 in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.