Prescott General Partners’s Serina Therapeutics SER Stock Holding History

Prescott General Partners’s Portfolio SER Stock Details SER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,265	Closed	-$71.3K	–	9
2023 Q4	$71.3K	Hold	5,265	–	–	﹤0.01%	9
2023 Q3	$126K	Hold	5,265	–	–	0.01%	10
2023 Q2	$165K	Hold	5,265	–	–	0.01%	10
2023 Q1	$123K	Hold	5,265	–	–	0.01%	10
2022 Q4	$102K	Hold	5,265	–	–	0.01%	10
2022 Q3	$104K	Hold	5,265	–	–	0.01%	10
2022 Q2	$107K	Hold	5,265	–	–	0.01%	12
2022 Q1	$158K	Hold	5,265	–	–	0.01%	12
2021 Q4	$202K	Hold	5,265	–	–	0.01%	15
2021 Q3	$174K	Hold	5,265	–	–	0.01%	14
2021 Q2	$287K	Hold	5,265	–	–	0.01%	9
2021 Q1	$300K	Hold	5,265	–	–	0.01%	10
2020 Q4	$281K	Hold	5,265	–	–	0.01%	10
2020 Q3	$150K	Hold	5,265	–	–	0.01%	10
2020 Q2	$175K	Hold	5,265	–	–	0.01%	10
2020 Q1	$172K	Hold	5,265	–	–	0.01%	9
2019 Q4	$337K	Hold	5,265	–	–	0.02%	10
2019 Q3	$363K	Hold	5,265	–	–	0.01%	10
2019 Q2	$680K	Hold	5,265	–	–	0.03%	10
2019 Q1	$750K	Hold	5,265	–	–	0.03%	10
2018 Q4	$554K	Buy	+5,265	New	+$669K	0.02%	11

Other funds holding SER

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prescott General Partners's SER Position: Q1 2024 in Review

Prescott General Partners sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 5,265 shares — an estimated $71.3K sold.

Prescott General Partners first reported a position in SER in Q4 2018 and held it in 21 quarters. The position peaked at $750K in Q1 2019. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

Prescott General Partners reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
Prescott General Partners sold 5,265 Serina Therapeutics shares in Q1 2024, an estimated $71.3K.
Prescott General Partners first reported a position in Serina Therapeutics in Q4 2018 and held it in 21 quarters.
Prescott General Partners's Serina Therapeutics position peaked at $750K in Q1 2019.
13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on Prescott General Partners's 13F filing for Q1 2024, filed 15 May 2024.