Wellington Management Group
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Wellington Management Group’s Sera Prognostics SERA Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-27,683
Closed -$164K – 2014
2024
Q2 		$164K Buy
+27,683
New +$247K ﹤0.01% 1867

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Vanguard Group
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JP Morgan Chase
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Invesco
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Geode Capital Management
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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

Wellington Management Group's SERA Position: Q3 2024 in Review

Wellington Management Group sold out of Sera Prognostics (SERA) in Q3 2024, closing a stake of 27,683 shares — an estimated $164K sold.

Wellington Management Group first reported a position in SERA in Q2 2024 and held it in 1 quarter. The position peaked at $164K in Q2 2024. 61 funds tracked by Wall St. Rank hold SERA as of Q3 2024.

  • Wellington Management Group reported no remaining Sera Prognostics position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 27,683 Sera Prognostics shares in Q3 2024, an estimated $164K.
  • Wellington Management Group first reported a position in Sera Prognostics in Q2 2024 and held it in 1 quarter.
  • Wellington Management Group's Sera Prognostics position peaked at $164K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.