AWM
SRTA

Avior Wealth Management’s Strata Critical Medical Inc SRTA Stock Holding History

Avior Wealth Management’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$34 – 2449
2024
Q1 		$34 Buy
+12
New +$37 ﹤0.01% 3578

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's SRTA Position: Q2 2024 in Review

Avior Wealth Management sold out of Strata Critical Medical Inc (SRTA) in Q2 2024, closing a stake of 12 shares — an estimated $34 sold.

Avior Wealth Management first reported a position in SRTA in Q1 2024 and held it in 1 quarter. The position peaked at $34 in Q1 2024. 117 funds tracked by Wall St. Rank hold SRTA as of Q2 2024.

  • Avior Wealth Management reported no remaining Strata Critical Medical Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Strata Critical Medical Inc shares in Q2 2024, an estimated $34.
  • Avior Wealth Management first reported a position in Strata Critical Medical Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Strata Critical Medical Inc position peaked at $34 in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.