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Advisornet Financial’s Scholar Rock SRRK Stock Holding History

Advisornet Financial’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$7.35K – 2244
2024
Q4 		$7.35K Hold
170
– – ﹤0.01% 1389
2024
Q3 		$1.36K Sell
170
-100
-37% -$878 ﹤0.01% 1860
2024
Q2 		$2.25K Buy
+270
New +$3.3K ﹤0.01% 1611

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Advisornet Financial's SRRK Position: Q1 2025 in Review

Advisornet Financial sold out of Scholar Rock (SRRK) in Q1 2025, closing a stake of 170 shares — an estimated $7.35K sold.

Advisornet Financial first reported a position in SRRK in Q2 2024 and held it in 3 quarters. The position peaked at $7.35K in Q4 2024. 231 funds tracked by Wall St. Rank hold SRRK as of Q1 2025.

  • Advisornet Financial reported no remaining Scholar Rock position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 170 Scholar Rock shares in Q1 2025, an estimated $7.35K.
  • Advisornet Financial first reported a position in Scholar Rock in Q2 2024 and held it in 3 quarters.
  • Advisornet Financial's Scholar Rock position peaked at $7.35K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.