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Williams Jones Wealth Management’s Geron GERN Stock Holding History

Williams Jones Wealth Management’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
2021
Q2 		– Sell
-10,000
Closed -$16K – 506
2021
Q1 		$16K Hold
10,000
– – ﹤0.01% 489
2020
Q4 		$16K Hold
10,000
– – ﹤0.01% 465
2020
Q3 		$17K Hold
10,000
– – ﹤0.01% 432
2020
Q2 		$22K Buy
+10,000
New +$14.9K ﹤0.01% 412

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
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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Williams Jones Wealth Management's GERN Position: Q2 2021 in Review

Williams Jones Wealth Management sold out of Geron (GERN) in Q2 2021, closing a stake of 10,000 shares — an estimated $16K sold.

Williams Jones Wealth Management first reported a position in GERN in Q2 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2020. 145 funds tracked by Wall St. Rank hold GERN as of Q2 2021.

  • Williams Jones Wealth Management reported no remaining Geron position as of Q2 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,000 Geron shares in Q2 2021, an estimated $16K.
  • Williams Jones Wealth Management first reported a position in Geron in Q2 2020 and held it in 4 quarters.
  • Williams Jones Wealth Management's Geron position peaked at $22K in Q2 2020.
  • 145 funds tracked by Wall St. Rank held Geron as of Q2 2021.

Based on Williams Jones Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.