AL
SERA icon

Aspiriant LLC’s Sera Prognostics SERA Stock Holding History

Aspiriant LLC’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,472
Closed -$63.1K – 293
2023
Q1 		$63.1K Hold
16,472
– – ﹤0.01% 271
2022
Q4 		$20.8K Hold
16,472
– – ﹤0.01% 278
2022
Q3 		$26K Hold
16,472
– – ﹤0.01% 262
2022
Q2 		$28K Hold
16,472
– – ﹤0.01% 273
2022
Q1 		$62K Buy
+16,472
New +$95.6K ﹤0.01% 271

Other funds holding SERA

IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspiriant LLC's SERA Position: Q2 2023 in Review

Aspiriant LLC sold out of Sera Prognostics (SERA) in Q2 2023, closing a stake of 16,472 shares — an estimated $63.1K sold.

Aspiriant LLC first reported a position in SERA in Q1 2022 and held it in 5 quarters. The position peaked at $63.1K in Q1 2023. 33 funds tracked by Wall St. Rank hold SERA as of Q2 2023.

  • Aspiriant LLC reported no remaining Sera Prognostics position as of Q2 2023 after selling out during the quarter.
  • Aspiriant LLC sold 16,472 Sera Prognostics shares in Q2 2023, an estimated $63.1K.
  • Aspiriant LLC first reported a position in Sera Prognostics in Q1 2022 and held it in 5 quarters.
  • Aspiriant LLC's Sera Prognostics position peaked at $63.1K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2023.

Based on Aspiriant LLC's 13F filing for Q2 2023, filed 19 Jul 2023.