Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Commonwealth Equity Services’s
Cerus
CERS
Stock Holding History
Commonwealth Equity Services’s Portfolio
CERS Stock Details
CERS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-92,545
Closed
-$489K
–
3674
2022
Q2
$489K
Sell
92,545
-14,024
-13%
-$70K
﹤0.01%
2417
2022
Q1
$585K
Hold
106,569
–
–
﹤0.01%
2394
2021
Q4
$725K
Buy
106,569
+5,211
+5%
+$35.1K
﹤0.01%
2227
2021
Q3
$617K
Buy
+101,358
New
+$591K
﹤0.01%
2308
2015
Q4
–
Sell
-12,060
Closed
-$55K
–
2205
2015
Q3
$55K
Buy
12,060
+840
+7%
+$4.35K
﹤0.01%
2044
2015
Q2
$58K
Hold
11,220
–
–
﹤0.01%
2125
2015
Q1
$47K
Hold
11,220
–
–
﹤0.01%
2122
2014
Q4
$70K
Sell
11,220
-600
-5%
-$2.72K
﹤0.01%
2006
2014
Q3
$47K
Hold
11,820
–
–
﹤0.01%
2016
2014
Q2
$49K
Sell
11,820
-12,500
-51%
-$53.5K
﹤0.01%
1988
2014
Q1
$117K
Buy
24,320
+9,500
+64%
+$61K
﹤0.01%
1870
2013
Q4
$96K
Buy
14,820
+3,300
+29%
+$20.7K
﹤0.01%
1819
2013
Q3
$77K
Buy
+11,520
New
+$62.6K
﹤0.01%
1779
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
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close