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Strategic Wealth Investment Group’s Serina Therapeutics SER Stock Holding History

Strategic Wealth Investment Group’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
2023
Q4 		$37.5K Buy
2,769
+136
+5% +$2.5K 0.01% 129
2023
Q3 		$63K Buy
2,633
+299
+13% +$7.91K 0.01% 99
2023
Q2 		$73.3K Sell
2,334
-112
-5% -$2.4K 0.01% 123
2023
Q1 		$57K Sell
2,446
-12
-0.5% -$276 0.01% 128
2022
Q4 		$60.5K Buy
2,458
+126
+5% +$2.65K 0.01% 117
2022
Q3 		$46K Sell
2,332
-683
-23% -$15.4K 0.01% 109
2022
Q2 		$61K Sell
3,015
-261
-8% -$7.05K 0.02% 131
2022
Q1 		$98K Buy
3,276
+84
+3% +$2.39K 0.02% 98
2021
Q4 		$122K Buy
3,192
+549
+21% +$14.8K 0.03% 86
2021
Q3 		$87K Buy
2,643
+790
+43% +$33.1K 0.03% 85
2021
Q2 		$101K Buy
1,853
+171
+10% +$8.58K 0.04% 84
2021
Q1 		$96K Buy
1,682
+104
+7% +$7.28K 0.05% 74
2020
Q4 		$84K Sell
1,578
-52
-3% -$3K 0.05% 79
2020
Q3 		$46K Buy
1,630
+289
+22% +$10.3K 0.03% 85
2020
Q2 		$45K Buy
+1,341
New +$39.5K 0.04% 79

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Strategic Wealth Investment Group's SER Position: Q4 2023 in Review

Strategic Wealth Investment Group increased its Serina Therapeutics (SER) stake by 5.2% in Q4 2023, buying an estimated $2.5K and bringing the position to 2,769 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #129.

Strategic Wealth Investment Group first reported a position in SER in Q2 2020 and has held it in 15 quarters since. The position peaked at $122K in Q4 2021. 34 funds tracked by Wall St. Rank hold SER as of Q4 2023.

  • Strategic Wealth Investment Group held 2,769 shares of Serina Therapeutics worth $37.5K as of Q4 2023.
  • Strategic Wealth Investment Group bought 136 Serina Therapeutics shares in Q4 2023, an estimated $2.5K.
  • Serina Therapeutics made up 0.01% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #129 holding.
  • Strategic Wealth Investment Group first reported a position in Serina Therapeutics in Q2 2020 and has held it in 15 quarters since.
  • Strategic Wealth Investment Group's Serina Therapeutics position peaked at $122K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.