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Ergoteles’s Sera Prognostics SERA Stock Holding History

Ergoteles’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
2023
Q1 		– Sell
-12,018
Closed -$14.8K – 1706
2022
Q4 		$14.8K Buy
+12,018
New +$17K ﹤0.01% 1357
2022
Q3 		– Sell
-24,400
Closed -$40K – 1938
2022
Q2 		$40K Buy
+24,400
New +$46.9K ﹤0.01% 1565

Other funds holding SERA

IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 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
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return

Ergoteles's SERA Position: Q1 2023 in Review

Ergoteles sold out of Sera Prognostics (SERA) in Q1 2023, closing a stake of 12,018 shares — an estimated $14.8K sold.

Ergoteles first reported a position in SERA in Q2 2022 and held it in 2 quarters. The position peaked at $40K in Q2 2022. 35 funds tracked by Wall St. Rank hold SERA as of Q1 2023.

  • Ergoteles reported no remaining Sera Prognostics position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 12,018 Sera Prognostics shares in Q1 2023, an estimated $14.8K.
  • Ergoteles first reported a position in Sera Prognostics in Q2 2022 and held it in 2 quarters.
  • Ergoteles's Sera Prognostics position peaked at $40K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.