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Frontier Wealth Management’s Sera Prognostics SERA Stock Holding History

Frontier Wealth Management’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 		$29K Buy
17,841
+5,941
+50% +$11.4K ﹤0.01% 386
2022
Q1 		$30K Buy
+11,900
New +$69.1K ﹤0.01% 398
2021
Q4 		– Sell
-15,800
Closed -$176K – 439
2021
Q3 		$176K Buy
+15,800
New +$164K 0.01% 399

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
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

Frontier Wealth Management's SERA Position: Q2 2022 in Review

Frontier Wealth Management increased its Sera Prognostics (SERA) stake by 50% in Q2 2022, buying an estimated $11.4K and bringing the position to 17,841 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Frontier Wealth Management first reported a position in SERA in Q3 2021 and has held it in 3 quarters since. The position peaked at $176K in Q3 2021. 30 funds tracked by Wall St. Rank hold SERA as of Q2 2022.

  • Frontier Wealth Management held 17,841 shares of Sera Prognostics worth $29K as of Q2 2022.
  • Frontier Wealth Management bought 5,941 Sera Prognostics shares in Q2 2022, an estimated $11.4K.
  • Sera Prognostics made up ﹤0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #386 holding.
  • Frontier Wealth Management first reported a position in Sera Prognostics in Q3 2021 and has held it in 3 quarters since.
  • Frontier Wealth Management's Sera Prognostics position peaked at $176K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.