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Cherry Tree Wealth Management’s Alerus Financial ALRS Stock Holding History

Cherry Tree Wealth Management’s Portfolio ALRS Stock Details ALRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7K Hold
830
– – ﹤0.01% 356
2025
Q4 		$18.7K Hold
830
– – ﹤0.01% 361
2025
Q3 		$18.4K Hold
830
– – ﹤0.01% 348
2025
Q2 		$18K Hold
830
– – ﹤0.01% 349
2025
Q1 		$15.3K Hold
830
– – ﹤0.01% 377
2024
Q4 		$16K Hold
830
– – ﹤0.01% 365
2024
Q3 		$19K Hold
830
– – ﹤0.01% 350
2024
Q2 		$16.3K Hold
830
– – ﹤0.01% 349
2024
Q1 		$18.1K Hold
830
– – ﹤0.01% 326
2023
Q4 		$18.6K Buy
830
+100
+14% +$1.89K 0.01% 311
2023
Q3 		$13.3K Hold
730
– – ﹤0.01% 319
2023
Q2 		$13.1K Buy
+730
New +$11.8K ﹤0.01% 315

Other funds holding ALRS

AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return