CarsonAllaria Wealth Management’s Strata Critical Medical Inc SRTA Stock Holding History

CarsonAllaria Wealth Management’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	-150	Closed	-$441	–	355
2024 Q3	$441	Hold	150	–	–	﹤0.01%	380
2024 Q2	$522	Hold	150	–	–	﹤0.01%	362
2024 Q1	$428	Hold	150	–	–	﹤0.01%	381
2023 Q4	$530	Hold	150	–	–	﹤0.01%	342
2023 Q3	$389	Hold	150	–	–	﹤0.01%	352
2023 Q2	$591	Hold	150	–	–	﹤0.01%	371
2023 Q1	$507	Hold	150	–	–	﹤0.01%	356
2022 Q4	$1K	Hold	150	–	–	﹤0.01%	305
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	304
2022 Q2	$1K	Hold	150	–	–	﹤0.01%	300
2022 Q1	$1K	Buy	+150	New	+$1.05K	﹤0.01%	312

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

CarsonAllaria Wealth Management's SRTA Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Strata Critical Medical Inc (SRTA) in Q4 2024, closing a stake of 150 shares — an estimated $441 sold.

CarsonAllaria Wealth Management first reported a position in SRTA in Q1 2022 and held it in 11 quarters. The position peaked at $1K in Q4 2022. 122 funds tracked by Wall St. Rank hold SRTA as of Q4 2024.

CarsonAllaria Wealth Management reported no remaining Strata Critical Medical Inc position as of Q4 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 150 Strata Critical Medical Inc shares in Q4 2024, an estimated $441.
CarsonAllaria Wealth Management first reported a position in Strata Critical Medical Inc in Q1 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Strata Critical Medical Inc position peaked at $1K in Q4 2022.
122 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.