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Avidian Wealth Enterprises’s Eterna Therapeutics ERNA Stock Holding History

Avidian Wealth Enterprises’s Portfolio ERNA Stock Details ERNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39
Closed -$2.63K – 561
2025
Q1 		$2.63K Hold
39
– – ﹤0.01% 519
2024
Q4 		$4.35K Hold
39
– – ﹤0.01% 507
2024
Q3 		$15.5K Hold
39
– – ﹤0.01% 497
2024
Q2 		$27.1K Hold
39
– – ﹤0.01% 497
2024
Q1 		$35.5K Buy
+39
New +$26.9K ﹤0.01% 437

Other funds holding ERNA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avidian Wealth Enterprises's ERNA Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of Eterna Therapeutics (ERNA) in Q2 2025, closing a stake of 39 shares — an estimated $2.63K sold.

Avidian Wealth Enterprises first reported a position in ERNA in Q1 2024 and held it in 5 quarters. The position peaked at $35.5K in Q1 2024. 9 funds tracked by Wall St. Rank hold ERNA as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining Eterna Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 39 Eterna Therapeutics shares in Q2 2025, an estimated $2.63K.
  • Avidian Wealth Enterprises first reported a position in Eterna Therapeutics in Q1 2024 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Eterna Therapeutics position peaked at $35.5K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Eterna Therapeutics as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.