HWM
SERA icon

HB Wealth Management’s Sera Prognostics SERA Stock Holding History

HB 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
2023
Q2 		– Sell
-47,792
Closed -$183K – 759
2023
Q1 		$183K Sell
47,792
-7,495
-14% -$19.7K ﹤0.01% 680
2022
Q4 		$69.7K Buy
+55,287
New +$78.1K ﹤0.01% 668

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
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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's SERA Position: Q2 2023 in Review

HB Wealth Management sold out of Sera Prognostics (SERA) in Q2 2023, closing a stake of 47,792 shares — an estimated $183K sold.

HB Wealth Management first reported a position in SERA in Q4 2022 and held it in 2 quarters. The position peaked at $183K in Q1 2023. 33 funds tracked by Wall St. Rank hold SERA as of Q2 2023.

  • HB Wealth Management reported no remaining Sera Prognostics position as of Q2 2023 after selling out during the quarter.
  • HB Wealth Management sold 47,792 Sera Prognostics shares in Q2 2023, an estimated $183K.
  • HB Wealth Management first reported a position in Sera Prognostics in Q4 2022 and held it in 2 quarters.
  • HB Wealth Management's Sera Prognostics position peaked at $183K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2023.

Based on HB Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.