Corient Private Wealth
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Corient Private Wealth’s Sera Prognostics SERA Stock Holding History

Corient Private Wealth’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
2025
Q2 		$277K Buy
2025
Q1 		$212K Buy
2024
Q4 		$387K Hold
2024
Q3 		$371K Hold
2024
Q2 		$281K Buy
2024
Q1 		$273K Hold
2023
Q4 		$179K Buy