Sanford Advisory Services’s Precigen PGEN Stock Holding History

Sanford Advisory Services’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
2022 Q4	–	Sell	-15,102	Closed	-$32K	–	124
2022 Q3	$32K	Buy	+15,102	New	+$31.8K	0.01%	107

Other funds holding PGEN

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

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sanford Advisory Services's PGEN Position: Q4 2022 in Review

Sanford Advisory Services sold out of Precigen (PGEN) in Q4 2022, closing a stake of 15,102 shares — an estimated $32K sold.

Sanford Advisory Services first reported a position in PGEN in Q3 2022 and held it in 1 quarter. The position peaked at $32K in Q3 2022. 161 funds tracked by Wall St. Rank hold PGEN as of Q4 2022.

Sanford Advisory Services reported no remaining Precigen position as of Q4 2022 after selling out during the quarter.
Sanford Advisory Services sold 15,102 Precigen shares in Q4 2022, an estimated $32K.
Sanford Advisory Services first reported a position in Precigen in Q3 2022 and held it in 1 quarter.
Sanford Advisory Services's Precigen position peaked at $32K in Q3 2022.
161 funds tracked by Wall St. Rank held Precigen as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.