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Steward Partners Investment Advisory’s Serina Therapeutics SER Stock Holding History

Steward Partners Investment Advisory’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
2020
Q3 		– Sell
-3
Closed – – 2870
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2763
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2727
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2761
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2784
2019
Q2 		$0 Buy
+3
New +$406 ﹤0.01% 2699

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Steward Partners Investment Advisory's SER Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Serina Therapeutics (SER) in Q3 2020, closing a stake of 3 shares.

Steward Partners Investment Advisory first reported a position in SER in Q2 2019 and held it in 5 quarters. The position peaked at $0 in Q2 2020. 36 funds tracked by Wall St. Rank hold SER as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining Serina Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3 Serina Therapeutics shares in Q3 2020.
  • Steward Partners Investment Advisory first reported a position in Serina Therapeutics in Q2 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Serina Therapeutics position peaked at $0 in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.