UCFA
SRTA

United Capital Financial Advisors’s Strata Critical Medical Inc SRTA Stock Holding History

United Capital 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
2023
Q1 		– Sell
-21,220
Closed -$76K – 972
2022
Q4 		$76K Sell
21,220
-10,071
-32% -$43K ﹤0.01% 1017
2022
Q3 		$126K Buy
+31,291
New +$161K ﹤0.01% 1045

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
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

United Capital Financial Advisors's SRTA Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Strata Critical Medical Inc (SRTA) in Q1 2023, closing a stake of 21,220 shares — an estimated $76K sold.

United Capital Financial Advisors first reported a position in SRTA in Q3 2022 and held it in 2 quarters. The position peaked at $126K in Q3 2022. 93 funds tracked by Wall St. Rank hold SRTA as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Strata Critical Medical Inc position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,220 Strata Critical Medical Inc shares in Q1 2023, an estimated $76K.
  • United Capital Financial Advisors first reported a position in Strata Critical Medical Inc in Q3 2022 and held it in 2 quarters.
  • United Capital Financial Advisors's Strata Critical Medical Inc position peaked at $126K in Q3 2022.
  • 93 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.