Cerity Partners
BILL icon

Cerity Partners’s BILL Holdings BILL Stock Holding History

Cerity Partners’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,815
Closed -$201K – 2441
2024
Q3 		$201K Buy
+3,815
New +$196K ﹤0.01% 2319
2024
Q2 		– Sell
-3,756
Closed -$258K – 2244
2024
Q1 		$258K Buy
3,756
+770
+26% +$53.8K ﹤0.01% 1954
2023
Q4 		$244K Sell
2,986
-812
-21% -$66.7K ﹤0.01% 1626
2023
Q3 		$412K Buy
3,798
+662
+21% +$75.3K ﹤0.01% 1039
2023
Q2 		$366K Buy
3,136
+411
+15% +$39K ﹤0.01% 1312
2023
Q1 		$221K Buy
2,725
+338
+14% +$31.3K ﹤0.01% 1667
2022
Q4 		$260K Buy
+2,387
New +$287K ﹤0.01% 1207

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BlackRock
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ACA
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State Street
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Temasek Holdings
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NMO
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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return