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

Plante Moran 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
2024 Q4	–	Sell	-150	Closed	-$441	–	916
2024 Q3	$441	Hold	150	–	–	﹤0.01%	832
2024 Q2	$522	Hold	150	–	–	﹤0.01%	742
2024 Q1	$428	Hold	150	–	–	﹤0.01%	802
2023 Q4	$530	Hold	150	–	–	﹤0.01%	774
2023 Q3	$389	Hold	150	–	–	﹤0.01%	716
2023 Q2	$591	Hold	150	–	–	﹤0.01%	749
2023 Q1	$507	Hold	150	–	–	﹤0.01%	753
2022 Q4	$537	Hold	150	–	–	﹤0.01%	789
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	809
2022 Q2	$1K	Hold	150	–	–	﹤0.01%	883
2022 Q1	$1K	Hold	150	–	–	﹤0.01%	769
2021 Q4	$1K	Hold	150	–	–	﹤0.01%	949
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	858
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	871
2021 Q1	$2K	Buy	+150	New	+$2.09K	﹤0.01%	897

Other funds holding SRTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Plante Moran Financial Advisors's SRTA Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Strata Critical Medical Inc (SRTA) in Q4 2024, closing a stake of 150 shares — an estimated $441 sold.

Plante Moran Financial Advisors first reported a position in SRTA in Q1 2021 and held it in 15 quarters. The position peaked at $2K in Q3 2021. 122 funds tracked by Wall St. Rank hold SRTA as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Strata Critical Medical Inc position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 150 Strata Critical Medical Inc shares in Q4 2024, an estimated $441.
Plante Moran Financial Advisors first reported a position in Strata Critical Medical Inc in Q1 2021 and held it in 15 quarters.
Plante Moran Financial Advisors's Strata Critical Medical Inc position peaked at $2K in Q3 2021.
122 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.