CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Seer Inc SEER Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,698
Closed -$63.4K – 2581
2023
Q4 		$63.4K Buy
+32,698
New +$58.1K ﹤0.01% 2568
2022
Q1 		– Sell
-44
Closed -$1K – 5106
2021
Q4 		$1K Buy
44
+27
+159% +$778 ﹤0.01% 4625
2021
Q3 		$1K Buy
17
+9
+113% +$310 ﹤0.01% 4477
2021
Q2 		$0 Buy
+8
New +$316 ﹤0.01% 4640

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AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAPTRUST Financial Advisors's SEER Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Seer Inc (SEER) in Q1 2024, closing a stake of 32,698 shares — an estimated $63.4K sold.

CAPTRUST Financial Advisors first reported a position in SEER in Q2 2021 and held it in 4 quarters. The position peaked at $63.4K in Q4 2023. 88 funds tracked by Wall St. Rank hold SEER as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Seer Inc position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 32,698 Seer Inc shares in Q1 2024, an estimated $63.4K.
  • CAPTRUST Financial Advisors first reported a position in Seer Inc in Q2 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Seer Inc position peaked at $63.4K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Seer Inc as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.