Capital Advisors Ltd’s Sera Prognostics SERA Stock Holding History

Capital Advisors Ltd’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
2024 Q4	–	Sell	-26	Closed	–	–	1554
2024 Q3	$0	Buy	+26	New	+$189	﹤0.01%	1587

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

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Ltd's SERA Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Sera Prognostics (SERA) in Q4 2024, closing a stake of 26 shares.

Capital Advisors Ltd first reported a position in SERA in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 73 funds tracked by Wall St. Rank hold SERA as of Q4 2024.

Capital Advisors Ltd reported no remaining Sera Prognostics position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 26 Sera Prognostics shares in Q4 2024.
Capital Advisors Ltd first reported a position in Sera Prognostics in Q3 2024 and held it in 1 quarter.
Capital Advisors Ltd's Sera Prognostics position peaked at $0 in Q3 2024.
73 funds tracked by Wall St. Rank held Sera Prognostics as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.