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Kelly Financial Services’s Strata Critical Medical Inc SRTA Stock Holding History

Kelly Financial Services’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-147
Closed -$512 – 187
2024
Q2 		$512 Hold
147
– – ﹤0.01% 701
2024
Q1 		$419 Buy
+147
New +$454 ﹤0.01% 733

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Kelly Financial Services's SRTA Position: Q3 2024 in Review

Kelly Financial Services sold out of Strata Critical Medical Inc (SRTA) in Q3 2024, closing a stake of 147 shares — an estimated $512 sold.

Kelly Financial Services first reported a position in SRTA in Q1 2024 and held it in 2 quarters. The position peaked at $512 in Q2 2024. 120 funds tracked by Wall St. Rank hold SRTA as of Q3 2024.

  • Kelly Financial Services reported no remaining Strata Critical Medical Inc position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 147 Strata Critical Medical Inc shares in Q3 2024, an estimated $512.
  • Kelly Financial Services first reported a position in Strata Critical Medical Inc in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's Strata Critical Medical Inc position peaked at $512 in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.