HCA
SERA icon

Heck Capital Advisors’s Sera Prognostics SERA Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-2,500
Closed -$20.4K – 695
2024
Q4 		$20.4K Buy
+2,500
New +$18.4K ﹤0.01% 468

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Heck Capital Advisors's SERA Position: Q1 2025 in Review

Heck Capital Advisors sold out of Sera Prognostics (SERA) in Q1 2025, closing a stake of 2,500 shares — an estimated $20.4K sold.

Heck Capital Advisors first reported a position in SERA in Q4 2024 and held it in 1 quarter. The position peaked at $20.4K in Q4 2024. 71 funds tracked by Wall St. Rank hold SERA as of Q1 2025.

  • Heck Capital Advisors reported no remaining Sera Prognostics position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,500 Sera Prognostics shares in Q1 2025, an estimated $20.4K.
  • Heck Capital Advisors first reported a position in Sera Prognostics in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Sera Prognostics position peaked at $20.4K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.