EWP
SRTA

Elevation Wealth Partners’s Strata Critical Medical Inc SRTA Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-15
Closed -$53 – 486
2024
Q2 		$53 Hold
15
– – ﹤0.01% 492
2024
Q1 		$43 Hold
15
– – ﹤0.01% 460
2023
Q4 		$39 Buy
+15
New +$43 ﹤0.01% 426

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Elevation Wealth Partners's SRTA Position: Q3 2024 in Review

Elevation Wealth Partners sold out of Strata Critical Medical Inc (SRTA) in Q3 2024, closing a stake of 15 shares — an estimated $53 sold.

Elevation Wealth Partners first reported a position in SRTA in Q4 2023 and held it in 3 quarters. The position peaked at $53 in Q2 2024. 120 funds tracked by Wall St. Rank hold SRTA as of Q3 2024.

  • Elevation Wealth Partners reported no remaining Strata Critical Medical Inc position as of Q3 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 15 Strata Critical Medical Inc shares in Q3 2024, an estimated $53.
  • Elevation Wealth Partners first reported a position in Strata Critical Medical Inc in Q4 2023 and held it in 3 quarters.
  • Elevation Wealth Partners's Strata Critical Medical Inc position peaked at $53 in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.