Creative Planning
CERE

Creative Planning’s Cerevel Therapeutics Holdings, Inc. Common Stock CERE Stock Holding History

Creative Planning’s Portfolio CERE Stock Details CERE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,401
Closed -$222K – 2752
2020
Q4 		$222K Buy
13,401
+1
+0% +$13 ﹤0.01% 1821
2020
Q3 		$140K Buy
+13,400
New +$141K ﹤0.01% 1775

Other funds holding CERE

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ABG
Ally Bridge Group New York $124M AUM 249.88% 1-Year Est. Return

Creative Planning's CERE Position: Q1 2021 in Review

Creative Planning sold out of Cerevel Therapeutics Holdings, Inc. Common Stock (CERE) in Q1 2021, closing a stake of 13,401 shares — an estimated $222K sold.

Creative Planning first reported a position in CERE in Q3 2020 and held it in 2 quarters. The position peaked at $222K in Q4 2020. 62 funds tracked by Wall St. Rank hold CERE as of Q1 2021.

  • Creative Planning reported no remaining Cerevel Therapeutics Holdings, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 13,401 Cerevel Therapeutics Holdings, Inc. Common Stock shares in Q1 2021, an estimated $222K.
  • Creative Planning first reported a position in Cerevel Therapeutics Holdings, Inc. Common Stock in Q3 2020 and held it in 2 quarters.
  • Creative Planning's Cerevel Therapeutics Holdings, Inc. Common Stock position peaked at $222K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Cerevel Therapeutics Holdings, Inc. Common Stock as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.