SFMG Wealth Advisors’s SeaStar Medical ICU Stock Holding History

SFMG Wealth Advisors’s Portfolio ICU Stock Details ICU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-176	Closed	-$32.2K	–	277
2024 Q1	$32.2K	Hold	176	–	–	﹤0.01%	279
2023 Q4	$19.4K	Hold	176	–	–	﹤0.01%	271
2023 Q3	$11.6K	Hold	176	–	–	﹤0.01%	255
2023 Q2	$22.8K	Hold	176	–	–	﹤0.01%	254
2023 Q1	$81.6K	Hold	176	–	–	0.01%	248
2022 Q4	$180K	Buy	+176	New	+$286K	0.02%	233

Other funds holding ICU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

SFMG Wealth Advisors's ICU Position: Q2 2024 in Review

SFMG Wealth Advisors sold out of SeaStar Medical (ICU) in Q2 2024, closing a stake of 176 shares — an estimated $32.2K sold.

SFMG Wealth Advisors first reported a position in ICU in Q4 2022 and held it in 6 quarters. The position peaked at $180K in Q4 2022. 16 funds tracked by Wall St. Rank hold ICU as of Q2 2024.

SFMG Wealth Advisors reported no remaining SeaStar Medical position as of Q2 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 176 SeaStar Medical shares in Q2 2024, an estimated $32.2K.
SFMG Wealth Advisors first reported a position in SeaStar Medical in Q4 2022 and held it in 6 quarters.
SFMG Wealth Advisors's SeaStar Medical position peaked at $180K in Q4 2022.
16 funds tracked by Wall St. Rank held SeaStar Medical as of Q2 2024.

Based on SFMG Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.