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Strategic Investment Solutions’s Serina Therapeutics SER Stock Holding History

Strategic Investment Solutions’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
-4
Closed -$20 – 689
2024
Q4 		$20 Hold
4
– – ﹤0.01% 638
2024
Q3 		$27 Sell
4
-246
-98% -$1.95K ﹤0.01% 640
2024
Q2 		$405 Buy
+250
New +$2.46K ﹤0.01% 566
2023
Q4 		$58 Sell
4
-265
-99% -$4.88K ﹤0.01% 1104
2023
Q3 		$7.11K Buy
269
+265
+6,625% +$7.01K ﹤0.01% 672
2023
Q2 		$78 Hold
4
– – ﹤0.01% 853
2023
Q1 		$99 Buy
+4
New +$92 ﹤0.01% 993

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Strategic Investment Solutions's SER Position: Q1 2025 in Review

Strategic Investment Solutions sold out of Serina Therapeutics (SER) in Q1 2025, closing a stake of 4 shares — an estimated $20 sold.

Strategic Investment Solutions first reported a position in SER in Q1 2023 and held it in 7 quarters. The position peaked at $7.11K in Q3 2023. 25 funds tracked by Wall St. Rank hold SER as of Q1 2025.

  • Strategic Investment Solutions reported no remaining Serina Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 4 Serina Therapeutics shares in Q1 2025, an estimated $20.
  • Strategic Investment Solutions first reported a position in Serina Therapeutics in Q1 2023 and held it in 7 quarters.
  • Strategic Investment Solutions's Serina Therapeutics position peaked at $7.11K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.