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Ellevest Inc’s Sera Prognostics SERA Stock Holding History

Ellevest Inc’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
2022
Q2 		– Sell
-11
Closed – – 1652
2022
Q1 		$0 Buy
+11
New +$64 ﹤0.01% 1610

Other funds holding SERA

IVM
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VC
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SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ellevest Inc's SERA Position: Q2 2022 in Review

Ellevest Inc sold out of Sera Prognostics (SERA) in Q2 2022, closing a stake of 11 shares.

Ellevest Inc first reported a position in SERA in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 30 funds tracked by Wall St. Rank hold SERA as of Q2 2022.

  • Ellevest Inc reported no remaining Sera Prognostics position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 11 Sera Prognostics shares in Q2 2022.
  • Ellevest Inc first reported a position in Sera Prognostics in Q1 2022 and held it in 1 quarter.
  • Ellevest Inc's Sera Prognostics position peaked at $0 in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.