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Accel Wealth Management’s Cerus CERS Stock Holding History

Accel Wealth Management’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$5.94K – 275
2023
Q1 		$5.94K Hold
2,000
– – ﹤0.01% 989
2022
Q4 		$7.3K Hold
2,000
– – ﹤0.01% 767
2022
Q3 		$8K Hold
2,000
– – ﹤0.01% 775
2022
Q2 		$11K Hold
2,000
– – 0.01% 684
2022
Q1 		$11K Hold
2,000
– – 0.01% 688
2021
Q4 		$14K Hold
2,000
– – 0.01% 638
2021
Q3 		$12K Hold
2,000
– – 0.01% 598
2021
Q2 		$12K Hold
2,000
– – 0.01% 655
2021
Q1 		$12K Buy
+2,000
New +$13.6K 0.01% 616

Other funds holding CERS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accel Wealth Management's CERS Position: Q2 2023 in Review

Accel Wealth Management sold out of Cerus (CERS) in Q2 2023, closing a stake of 2,000 shares — an estimated $5.94K sold.

Accel Wealth Management first reported a position in CERS in Q1 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 157 funds tracked by Wall St. Rank hold CERS as of Q2 2023.

  • Accel Wealth Management reported no remaining Cerus position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,000 Cerus shares in Q2 2023, an estimated $5.94K.
  • Accel Wealth Management first reported a position in Cerus in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Cerus position peaked at $14K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Cerus as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.