PFA
SRTA

Peak Financial Advisors’s Strata Critical Medical Inc SRTA Stock Holding History

Peak Financial Advisors’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
2022
Q1 		– Sell
-45,704
Closed -$404K – 84
2021
Q4 		$404K Buy
45,704
+5,545
+14% +$52.7K 0.31% 55
2021
Q3 		$418K Sell
40,159
-87,959
-69% -$768K 0.37% 45
2021
Q2 		$1.34M Buy
128,118
+6,238
+5% +$61.6K 1.16% 33
2021
Q1 		$1.25M Sell
121,880
-4,066
-3% -$56.6K 1.06% 36
2020
Q4 		$1.4M Buy
+125,946
New +$1.28M 1.2% 35

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Peak Financial Advisors's SRTA Position: Q1 2022 in Review

Peak Financial Advisors sold out of Strata Critical Medical Inc (SRTA) in Q1 2022, closing a stake of 45,704 shares — an estimated $404K sold.

Peak Financial Advisors first reported a position in SRTA in Q4 2020 and held it in 5 quarters. The position peaked at $1.4M in Q4 2020. 78 funds tracked by Wall St. Rank hold SRTA as of Q1 2022.

  • Peak Financial Advisors reported no remaining Strata Critical Medical Inc position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 45,704 Strata Critical Medical Inc shares in Q1 2022, an estimated $404K.
  • Peak Financial Advisors first reported a position in Strata Critical Medical Inc in Q4 2020 and held it in 5 quarters.
  • Peak Financial Advisors's Strata Critical Medical Inc position peaked at $1.4M in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.