Corient Private Wealth
CERO

Corient Private Wealth’s CERo Therapeutics CERO Stock Holding History

Corient Private Wealth’s Portfolio CERO Stock Details CERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$1.4K – 2562
2024
Q3 		$1.4K Hold
7
– – ﹤0.01% 2452
2024
Q2 		$4.49K Buy
+7
New +$16.3K ﹤0.01% 2310

Other funds holding CERO

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Corient Private Wealth's CERO Position: Q4 2024 in Review

Corient Private Wealth sold out of CERo Therapeutics (CERO) in Q4 2024, closing a stake of 7 shares — an estimated $1.4K sold.

Corient Private Wealth first reported a position in CERO in Q2 2024 and held it in 2 quarters. The position peaked at $4.49K in Q2 2024. 18 funds tracked by Wall St. Rank hold CERO as of Q4 2024.

  • Corient Private Wealth reported no remaining CERo Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 7 CERo Therapeutics shares in Q4 2024, an estimated $1.4K.
  • Corient Private Wealth first reported a position in CERo Therapeutics in Q2 2024 and held it in 2 quarters.
  • Corient Private Wealth's CERo Therapeutics position peaked at $4.49K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held CERo Therapeutics as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.