BWP
SRTA

Baldwin Wealth Partners’s Strata Critical Medical Inc SRTA Stock Holding History

Baldwin Wealth Partners’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
-1,125
Closed -$3.31K – 320
2024
Q3 		$3.31K Hold
1,125
– – ﹤0.01% 910
2024
Q2 		$3.91K Hold
1,125
– – ﹤0.01% 610
2024
Q1 		$3.21K Hold
1,125
– – ﹤0.01% 622
2023
Q4 		$3.97K Hold
1,125
– – ﹤0.01% 633
2023
Q3 		$2.91K Hold
1,125
– – ﹤0.01% 667
2023
Q2 		$4.43K Hold
1,125
– – ﹤0.01% 656
2023
Q1 		$3.8K Buy
1,125
+125
+13% +$510 ﹤0.01% 697
2022
Q4 		$3.58K Hold
1,000
– – ﹤0.01% 690
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 571
2022
Q2 		$4K Buy
+1,000
New +$7.22K ﹤0.01% 599
2022
Q1 		– Sell
-1,000
Closed -$9K – 670
2021
Q4 		$9K Hold
1,000
– – ﹤0.01% 514
2021
Q3 		$10K Hold
1,000
– – ﹤0.01% 521
2021
Q2 		$11K Hold
1,000
– – ﹤0.01% 524
2021
Q1 		$10K Sell
1,000
-1,000
-50% -$13.9K ﹤0.01% 510
2020
Q4 		$22K Buy
+2,000
New +$20.4K ﹤0.01% 393

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

Baldwin Wealth Partners's SRTA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Strata Critical Medical Inc (SRTA) in Q4 2024, closing a stake of 1,125 shares — an estimated $3.31K sold.

Baldwin Wealth Partners first reported a position in SRTA in Q4 2020 and held it in 15 quarters. The position peaked at $22K in Q4 2020. 122 funds tracked by Wall St. Rank hold SRTA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Strata Critical Medical Inc position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,125 Strata Critical Medical Inc shares in Q4 2024, an estimated $3.31K.
  • Baldwin Wealth Partners first reported a position in Strata Critical Medical Inc in Q4 2020 and held it in 15 quarters.
  • Baldwin Wealth Partners's Strata Critical Medical Inc position peaked at $22K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.