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Trust Company of Vermont’s Serina Therapeutics SER Stock Holding History

Trust Company of Vermont’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
-1
Closed -$5 – 1104
2024
Q4 		$5 Hold
1
– – ﹤0.01% 1051
2024
Q3 		$7 Hold
1
– – ﹤0.01% 1061
2024
Q2 		$10 Buy
+1
New +$10 ﹤0.01% 897
2022
Q4 		– Sell
-3
Closed – – 1002
2022
Q3 		$0 Buy
+3
New +$68 ﹤0.01% 1038

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

Trust Company of Vermont's SER Position: Q1 2025 in Review

Trust Company of Vermont sold out of Serina Therapeutics (SER) in Q1 2025, closing a stake of 1 share — an estimated $5 sold.

Trust Company of Vermont first reported a position in SER in Q3 2022 and held it in 4 quarters. The position peaked at $10 in Q2 2024. 25 funds tracked by Wall St. Rank hold SER as of Q1 2025.

  • Trust Company of Vermont reported no remaining Serina Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 1 Serina Therapeutics share in Q1 2025, an estimated $5.
  • Trust Company of Vermont first reported a position in Serina Therapeutics in Q3 2022 and held it in 4 quarters.
  • Trust Company of Vermont's Serina Therapeutics position peaked at $10 in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.