Cerity Partners
RH icon

Cerity Partners’s RH RH Stock Holding History

Cerity Partners’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,025
Closed -$475K – 2738
2025
Q1 		$475K Sell
2,025
-943
-32% -$326K ﹤0.01% 1780
2024
Q4 		$1.13M Buy
2,968
+384
+15% +$137K ﹤0.01% 1359
2024
Q3 		$864K Buy
2,584
+1,506
+140% +$415K ﹤0.01% 1473
2024
Q2 		$264K Sell
1,078
-937
-47% -$246K ﹤0.01% 1889
2024
Q1 		$702K Buy
2,015
+932
+86% +$254K ﹤0.01% 1441
2023
Q4 		$316K Buy
1,083
+182
+20% +$47K ﹤0.01% 1492
2023
Q3 		$238K Sell
901
-422
-32% -$147K ﹤0.01% 1229
2023
Q2 		$436K Buy
+1,323
New +$346K ﹤0.01% 1241
2022
Q2 		– Sell
-766
Closed -$250K – 1231
2022
Q1 		$250K Sell
766
-353
-32% -$141K ﹤0.01% 793
2021
Q4 		$601K Buy
1,119
+370
+49% +$228K 0.01% 545
2021
Q3 		$500K Buy
749
+5
+0.7% +$3.44K 0.01% 466
2021
Q2 		$505K Sell
744
-700
-48% -$455K 0.01% 466
2021
Q1 		$861K Buy
+1,444
New +$712K 0.02% 368

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