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 $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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.