Cerity Partners
CSR

Cerity Partners’s Centerspace CSR Stock Holding History

Cerity Partners’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$735K Buy
12,211
+511
+4% +$30.8K ﹤0.01% 1669
2025
Q1 		$758K Buy
11,700
+1,320
+13% +$85.5K ﹤0.01% 1548
2024
Q4 		$731K Sell
10,380
-203
-2% -$14.3K ﹤0.01% 1564
2024
Q3 		$746K Buy
+10,583
New +$746K ﹤0.01% 1552