CM Wealth Advisors’s Cerus CERS Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-21,914	Closed	-$51K	–	210
2023 Q1	$51K	Buy	+21,914	New	+$66K	0.01%	410

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's CERS Position: Q2 2023 in Review

CM Wealth Advisors sold out of Cerus (CERS) in Q2 2023, closing a stake of 21,914 shares — an estimated $51K sold.

CM Wealth Advisors first reported a position in CERS in Q1 2023 and held it in 1 quarter. The position peaked at $51K in Q1 2023. 157 funds tracked by Wall St. Rank hold CERS as of Q2 2023.

CM Wealth Advisors reported no remaining Cerus position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 21,914 Cerus shares in Q2 2023, an estimated $51K.
CM Wealth Advisors first reported a position in Cerus in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Cerus position peaked at $51K in Q1 2023.
157 funds tracked by Wall St. Rank held Cerus as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.