BRWA
SRTA

B. Riley Wealth Advisors’s Strata Critical Medical Inc SRTA Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-23,350
Closed -$68.6K – 1154
2024
Q3 		$68.6K Hold
23,350
– – ﹤0.01% 1226
2024
Q2 		$81.3K Buy
23,350
+1,500
+7% +$5K ﹤0.01% 1321
2024
Q1 		$56.6K Buy
21,850
+9,000
+70% +$27.8K ﹤0.01% 1391
2023
Q4 		$45.4K Sell
12,850
-9,000
-41% -$25.8K ﹤0.01% 1355
2023
Q3 		$56.6K Sell
21,850
-21,850
-50% -$76.7K ﹤0.01% 1391
2023
Q2 		$172K Buy
43,700
+27,100
+163% +$86K ﹤0.01% 1380
2023
Q1 		$56.1K Buy
16,600
+3,000
+22% +$12.2K ﹤0.01% 1430
2022
Q4 		$48.7K Sell
13,600
-8,000
-37% -$34.2K ﹤0.01% 1414
2022
Q3 		$88K Buy
+21,600
New +$111K ﹤0.01% 1339

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

B. Riley Wealth Advisors's SRTA Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Strata Critical Medical Inc (SRTA) in Q4 2024, closing a stake of 23,350 shares — an estimated $68.6K sold.

B. Riley Wealth Advisors first reported a position in SRTA in Q3 2022 and held it in 9 quarters. The position peaked at $172K in Q2 2023. 122 funds tracked by Wall St. Rank hold SRTA as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Strata Critical Medical Inc position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,350 Strata Critical Medical Inc shares in Q4 2024, an estimated $68.6K.
  • B. Riley Wealth Advisors first reported a position in Strata Critical Medical Inc in Q3 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Strata Critical Medical Inc position peaked at $172K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.