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Avior Wealth Management’s Sera Prognostics SERA Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-2,054
Closed -$16.7K – 2038
2024
Q4 		$16.7K Buy
+2,054
New +$15.1K ﹤0.01% 1459

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avior Wealth Management's SERA Position: Q1 2025 in Review

Avior Wealth Management sold out of Sera Prognostics (SERA) in Q1 2025, closing a stake of 2,054 shares — an estimated $16.7K sold.

Avior Wealth Management first reported a position in SERA in Q4 2024 and held it in 1 quarter. The position peaked at $16.7K in Q4 2024. 71 funds tracked by Wall St. Rank hold SERA as of Q1 2025.

  • Avior Wealth Management reported no remaining Sera Prognostics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,054 Sera Prognostics shares in Q1 2025, an estimated $16.7K.
  • Avior Wealth Management first reported a position in Sera Prognostics in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Sera Prognostics position peaked at $16.7K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.