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Wealthspire Advisors (Maryland)’s Precigen PGEN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13
Closed – – 1576
2019
Q1 		$0 Buy
+13
New +$90 ﹤0.01% 2561
2018
Q4 		– Sell
-60
Closed -$1K – 2537
2018
Q3 		$1K Hold
60
– – ﹤0.01% 2310
2018
Q2 		$1K Hold
60
– – ﹤0.01% 2345
2018
Q1 		$1K Buy
+60
New +$858 ﹤0.01% 2377

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MVP
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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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PGEN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Precigen (PGEN) in Q2 2019, closing a stake of 13 shares.

Wealthspire Advisors (Maryland) first reported a position in PGEN in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 162 funds tracked by Wall St. Rank hold PGEN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Precigen position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 Precigen shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Precigen in Q1 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Precigen position peaked at $1K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Precigen as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.