Steward Partners Investment Advisory’s Strata Critical Medical Inc SRTA Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-1,600	Closed	-$5.65K	–	3578
2023 Q4	$5.65K	Hold	1,600	–	–	﹤0.01%	2913
2023 Q3	$4.14K	Hold	1,600	–	–	﹤0.01%	2887
2023 Q2	$6.3K	Buy	1,600 +590	+58%	+$1.87K	﹤0.01%	2720
2023 Q1	$3.41K	Buy	+1,010	New	+$4.12K	﹤0.01%	2904
2022 Q4	–	Sell	-1,010	Closed	-$4K	–	3370
2022 Q3	$4K	Hold	1,010	–	–	﹤0.01%	2827
2022 Q2	$5K	Hold	1,010	–	–	﹤0.01%	2756
2022 Q1	$9K	Buy	1,010 +201	+25%	+$1.41K	﹤0.01%	2693
2021 Q4	$7K	Buy	809 +209	+35%	+$1.99K	﹤0.01%	2711
2021 Q3	$6K	Buy	+600	New	+$5.24K	﹤0.01%	2744
2021 Q2	–	Sell	-3,000	Closed	-$30.9K	–	7116
2021 Q1	$30.9K	Buy	+3,000	New	+$41.7K	﹤0.01%	2246

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

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

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

AIC

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

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

Steward Partners Investment Advisory's SRTA Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Strata Critical Medical Inc (SRTA) in Q1 2024, closing a stake of 1,600 shares — an estimated $5.65K sold.

Steward Partners Investment Advisory first reported a position in SRTA in Q1 2021 and held it in 10 quarters. The position peaked at $30.9K in Q1 2021. 114 funds tracked by Wall St. Rank hold SRTA as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Strata Critical Medical Inc position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,600 Strata Critical Medical Inc shares in Q1 2024, an estimated $5.65K.
Steward Partners Investment Advisory first reported a position in Strata Critical Medical Inc in Q1 2021 and held it in 10 quarters.
Steward Partners Investment Advisory's Strata Critical Medical Inc position peaked at $30.9K in Q1 2021.
114 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.