Commonwealth Equity Services
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Commonwealth Equity Services’s Sera Prognostics SERA Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-58,123
Closed -$529K – 4151
2024
Q1 		$529K Sell
58,123
-12,465
-18% -$98.8K ﹤0.01% 2771
2023
Q4 		$422K Hold
70,588
– – ﹤0.01% 2878
2023
Q3 		$131K Hold
70,588
– – ﹤0.01% 3514
2023
Q2 		$233K Hold
70,588
– – ﹤0.01% 3259
2023
Q1 		$270 Hold
70,588
– – ﹤0.01% 3052
2022
Q4 		$88K Sell
70,588
-964
-1% -$1.36K ﹤0.01% 3434
2022
Q3 		$114K Sell
71,552
-42
-0.1% -$85 ﹤0.01% 3345
2022
Q2 		$117K Buy
+71,594
New +$137K ﹤0.01% 3337

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
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 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
Geode Capital Management
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services's SERA Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Sera Prognostics (SERA) in Q2 2024, closing a stake of 58,123 shares — an estimated $529K sold.

Commonwealth Equity Services first reported a position in SERA in Q2 2022 and held it in 8 quarters. The position peaked at $529K in Q1 2024. 65 funds tracked by Wall St. Rank hold SERA as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Sera Prognostics position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 58,123 Sera Prognostics shares in Q2 2024, an estimated $529K.
  • Commonwealth Equity Services first reported a position in Sera Prognostics in Q2 2022 and held it in 8 quarters.
  • Commonwealth Equity Services's Sera Prognostics position peaked at $529K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.