CPA
SRTA

Capital Performance Advisors’s Strata Critical Medical Inc SRTA Stock Holding History

Capital Performance 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
-1,179
Closed -$3.47K – 498
2024
Q3 		$3.47K Buy
+1,179
New +$3.75K ﹤0.01% 1287

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

Capital Performance Advisors's SRTA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Strata Critical Medical Inc (SRTA) in Q4 2024, closing a stake of 1,179 shares — an estimated $3.47K sold.

Capital Performance Advisors first reported a position in SRTA in Q3 2024 and held it in 1 quarter. The position peaked at $3.47K in Q3 2024. 122 funds tracked by Wall St. Rank hold SRTA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Strata Critical Medical Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,179 Strata Critical Medical Inc shares in Q4 2024, an estimated $3.47K.
  • Capital Performance Advisors first reported a position in Strata Critical Medical Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Strata Critical Medical Inc position peaked at $3.47K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.