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Lake Street Advisors Group’s Sera Prognostics SERA Stock Holding History

Lake Street Advisors Group’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
2024
Q3 		– Sell
-24,292
Closed -$144K – 659
2024
Q2 		$144K Buy
+24,292
New +$217K 0.01% 544

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lake Street Advisors Group's SERA Position: Q3 2024 in Review

Lake Street Advisors Group sold out of Sera Prognostics (SERA) in Q3 2024, closing a stake of 24,292 shares — an estimated $144K sold.

Lake Street Advisors Group first reported a position in SERA in Q2 2024 and held it in 1 quarter. The position peaked at $144K in Q2 2024. 61 funds tracked by Wall St. Rank hold SERA as of Q3 2024.

  • Lake Street Advisors Group reported no remaining Sera Prognostics position as of Q3 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 24,292 Sera Prognostics shares in Q3 2024, an estimated $144K.
  • Lake Street Advisors Group first reported a position in Sera Prognostics in Q2 2024 and held it in 1 quarter.
  • Lake Street Advisors Group's Sera Prognostics position peaked at $144K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2024.

Based on Lake Street Advisors Group's 13F filing for Q3 2024, filed 23 Oct 2024.