WANY
SER icon

Wealthspire Advisors (New York)’s Serina Therapeutics SER Stock Holding History

Wealthspire Advisors (New York)’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
2020
Q3 		– Sell
-472
Closed -$16K – 341
2020
Q2 		$16K Buy
+472
New +$13.9K ﹤0.01% 281

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s SER Position: Q3 2020 in Review

Wealthspire Advisors (New York) sold out of Serina Therapeutics (SER) in Q3 2020, closing a stake of 472 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in SER in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 36 funds tracked by Wall St. Rank hold SER as of Q3 2020.

  • Wealthspire Advisors (New York) reported no remaining Serina Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 472 Serina Therapeutics shares in Q3 2020, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in Serina Therapeutics in Q2 2020 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Serina Therapeutics position peaked at $16K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2020, filed 16 Nov 2020.