Concord Wealth Partners’s Cerus CERS Stock Holding History

Concord 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
2022 Q2	–	Sell	-454	Closed	-$2K	–	1252
2022 Q1	$2K	Hold	454	–	–	﹤0.01%	1074
2021 Q4	$3K	Buy	+454	New	+$3.06K	﹤0.01%	1034

Other funds holding CERS

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Concord Wealth Partners's CERS Position: Q2 2022 in Review

Concord Wealth Partners sold out of Cerus (CERS) in Q2 2022, closing a stake of 454 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in CERS in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 181 funds tracked by Wall St. Rank hold CERS as of Q2 2022.

Concord Wealth Partners reported no remaining Cerus position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 454 Cerus shares in Q2 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Cerus in Q4 2021 and held it in 2 quarters.
Concord Wealth Partners's Cerus position peaked at $3K in Q4 2021.
181 funds tracked by Wall St. Rank held Cerus as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.