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Reilly Financial Advisors’s Geron GERN Stock Holding History

Reilly Financial Advisors’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
2021
Q2 		– Sell
-1,000
Closed -$2K – 1028
2021
Q1 		$2K Hold
1,000
– – ﹤0.01% 917
2020
Q4 		$2K Hold
1,000
– – ﹤0.01% 797
2020
Q3 		$2K Hold
1,000
– – ﹤0.01% 751
2020
Q2 		$2K Buy
+1,000
New +$1.5K ﹤0.01% 813

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Reilly Financial Advisors's GERN Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Geron (GERN) in Q2 2021, closing a stake of 1,000 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in GERN in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 145 funds tracked by Wall St. Rank hold GERN as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Geron position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Geron shares in Q2 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Geron in Q2 2020 and held it in 4 quarters.
  • Reilly Financial Advisors's Geron position peaked at $2K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Geron as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.