SWM
SRTA

Sugarloaf Wealth Management’s Strata Critical Medical Inc SRTA Stock Holding History

Sugarloaf Wealth Management’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
2023
Q3 		– Sell
-500
Closed -$1.97K – 684
2023
Q2 		$1.97K Buy
+500
New +$1.59K ﹤0.01% 615

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's SRTA Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Strata Critical Medical Inc (SRTA) in Q3 2023, closing a stake of 500 shares — an estimated $1.97K sold.

Sugarloaf Wealth Management first reported a position in SRTA in Q2 2023 and held it in 1 quarter. The position peaked at $1.97K in Q2 2023. 105 funds tracked by Wall St. Rank hold SRTA as of Q3 2023.

  • Sugarloaf Wealth Management reported no remaining Strata Critical Medical Inc position as of Q3 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 500 Strata Critical Medical Inc shares in Q3 2023, an estimated $1.97K.
  • Sugarloaf Wealth Management first reported a position in Strata Critical Medical Inc in Q2 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Strata Critical Medical Inc position peaked at $1.97K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.