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United Capital Financial Advisors’s Geron GERN Stock Holding History

United Capital Financial Advisors’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
2020
Q3 		– Sell
-20,510
Closed -$45K – 1185
2020
Q2 		$45K Hold
20,510
– – ﹤0.01% 1166
2020
Q1 		$24K Hold
20,510
– – ﹤0.01% 1163
2019
Q4 		$28K Hold
20,510
– – ﹤0.01% 1349
2019
Q3 		$27K Buy
20,510
+190
+0.9% +$255 ﹤0.01% 1277
2019
Q2 		$29K Hold
20,320
– – ﹤0.01% 1441
2019
Q1 		$34K Buy
20,320
+3,000
+17% +$4.1K ﹤0.01% 1333
2018
Q4 		$17K Hold
17,320
– – ﹤0.01% 1272
2018
Q3 		$30K Buy
+17,320
New +$75.5K ﹤0.01% 1316

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's GERN Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Geron (GERN) in Q3 2020, closing a stake of 20,510 shares — an estimated $45K sold.

United Capital Financial Advisors first reported a position in GERN in Q3 2018 and held it in 8 quarters. The position peaked at $45K in Q2 2020. 152 funds tracked by Wall St. Rank hold GERN as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Geron position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,510 Geron shares in Q3 2020, an estimated $45K.
  • United Capital Financial Advisors first reported a position in Geron in Q3 2018 and held it in 8 quarters.
  • United Capital Financial Advisors's Geron position peaked at $45K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Geron as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.