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CFM Wealth Partners’s Cerus CERS Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-5,000
Closed -$33K – 207
2020
Q2 		$33K Sell
5,000
-62,170
-93% -$356K 0.01% 317
2020
Q1 		$312K Hold
67,170
– – 0.14% 101
2019
Q4 		$282K Buy
+67,170
New +$289K 0.1% 123

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

CFM Wealth Partners's CERS Position: Q3 2020 in Review

CFM Wealth Partners sold out of Cerus (CERS) in Q3 2020, closing a stake of 5,000 shares — an estimated $33K sold.

CFM Wealth Partners first reported a position in CERS in Q4 2019 and held it in 3 quarters. The position peaked at $312K in Q1 2020. 159 funds tracked by Wall St. Rank hold CERS as of Q3 2020.

  • CFM Wealth Partners reported no remaining Cerus position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 5,000 Cerus shares in Q3 2020, an estimated $33K.
  • CFM Wealth Partners first reported a position in Cerus in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Cerus position peaked at $312K in Q1 2020.
  • 159 funds tracked by Wall St. Rank held Cerus as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.