SBI Securities’s Serina Therapeutics SER Stock Holding History

SBI Securities’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
2025 Q1	–	Sell	-100	Closed	-$501	–	4215
2024 Q4	$501	Buy	+100	New	+$590	﹤0.01%	2888

Other funds holding SER

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SBI Securities's SER Position: Q1 2025 in Review

SBI Securities sold out of Serina Therapeutics (SER) in Q1 2025, closing a stake of 100 shares — an estimated $501 sold.

SBI Securities first reported a position in SER in Q4 2024 and held it in 1 quarter. The position peaked at $501 in Q4 2024. 25 funds tracked by Wall St. Rank hold SER as of Q1 2025.

SBI Securities reported no remaining Serina Therapeutics position as of Q1 2025 after selling out during the quarter.
SBI Securities sold 100 Serina Therapeutics shares in Q1 2025, an estimated $501.
SBI Securities first reported a position in Serina Therapeutics in Q4 2024 and held it in 1 quarter.
SBI Securities's Serina Therapeutics position peaked at $501 in Q4 2024.
25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2025.

Based on SBI Securities's 13F filing for Q1 2025, filed 2 May 2025.