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Stratos Wealth Partners’s Geron GERN Stock Holding History

Stratos Wealth Partners’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-800
Closed -$1K – 1471
2018
Q3 		$1K Sell
800
-11,000
-93% -$48K ﹤0.01% 2834
2018
Q2 		$40K Buy
11,800
+11,000
+1,375% +$42K ﹤0.01% 960
2018
Q1 		$3K Sell
800
-39,175
-98% -$106K ﹤0.01% 2747
2017
Q4 		$72K Buy
+39,975
New +$80.7K ﹤0.01% 1336

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stratos Wealth Partners's GERN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Geron (GERN) in Q4 2018, closing a stake of 800 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in GERN in Q4 2017 and held it in 4 quarters. The position peaked at $72K in Q4 2017. 138 funds tracked by Wall St. Rank hold GERN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Geron position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 800 Geron shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Geron in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Geron position peaked at $72K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Geron as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.