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Raymond James Financial Services Advisors’s Sera Prognostics SERA Stock Holding History

Raymond James Financial Services 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
2024
Q2 		– Sell
-20,455
Closed -$186K – 3514
2024
Q1 		$186K Buy
+20,455
New +$162K ﹤0.01% 3118

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's SERA Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Sera Prognostics (SERA) in Q2 2024, closing a stake of 20,455 shares — an estimated $186K sold.

Raymond James Financial Services Advisors first reported a position in SERA in Q1 2024 and held it in 1 quarter. The position peaked at $186K in Q1 2024. 65 funds tracked by Wall St. Rank hold SERA as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Sera Prognostics position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 20,455 Sera Prognostics shares in Q2 2024, an estimated $186K.
  • Raymond James Financial Services Advisors first reported a position in Sera Prognostics in Q1 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Sera Prognostics position peaked at $186K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.