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Reilly Financial Advisors’s Serina Therapeutics SER Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1218
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1081
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1094
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1058
2020
Q4 		$0 Hold
6
– – ﹤0.01% 932
2020
Q3 		$0 Hold
6
– – ﹤0.01% 950
2020
Q2 		$0 Hold
6
– – ﹤0.01% 970
2020
Q1 		$0 Hold
6
– – ﹤0.01% 951
2019
Q4 		$0 Hold
6
– – ﹤0.01% 936
2019
Q3 		$0 Hold
6
– – ﹤0.01% 984
2019
Q2 		$1K Hold
6
– – ﹤0.01% 922
2019
Q1 		$1K Hold
6
– – ﹤0.01% 944
2018
Q4 		$1K Buy
+6
New +$763 ﹤0.01% 915

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Reilly Financial Advisors's SER Position: Q4 2021 in Review

Reilly Financial Advisors held its Serina Therapeutics (SER) position steady in Q4 2021 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Reilly Financial Advisors first reported a position in SER in Q4 2018 and has held it in 13 quarters since. The position peaked at $1K in Q2 2019. 35 funds tracked by Wall St. Rank hold SER as of Q4 2021.

  • Reilly Financial Advisors held 6 shares of Serina Therapeutics worth $0 as of Q4 2021.
  • Reilly Financial Advisors left its Serina Therapeutics share count unchanged in Q4 2021.
  • Serina Therapeutics made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1218 holding.
  • Reilly Financial Advisors first reported a position in Serina Therapeutics in Q4 2018 and has held it in 13 quarters since.
  • Reilly Financial Advisors's Serina Therapeutics position peaked at $1K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.