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Destination Wealth Management’s Cerus CERS Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-2,150
Closed -$12K – 200
2019
Q2 		$12K Hold
2,150
– – ﹤0.01% 421
2019
Q1 		$13K Hold
2,150
– – ﹤0.01% 429
2018
Q4 		$11K Hold
2,150
– – ﹤0.01% 394
2018
Q3 		$16K Buy
+2,150
New +$15.6K ﹤0.01% 418
2018
Q2 		– Sell
-180
Closed -$5K – 525
2018
Q1 		$5K Buy
+180
New +$818 ﹤0.01% 441

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
State Street
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

Destination Wealth Management's CERS Position: Q3 2019 in Review

Destination Wealth Management sold out of Cerus (CERS) in Q3 2019, closing a stake of 2,150 shares — an estimated $12K sold.

Destination Wealth Management first reported a position in CERS in Q1 2018 and held it in 5 quarters. The position peaked at $16K in Q3 2018. 123 funds tracked by Wall St. Rank hold CERS as of Q3 2019.

  • Destination Wealth Management reported no remaining Cerus position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 2,150 Cerus shares in Q3 2019, an estimated $12K.
  • Destination Wealth Management first reported a position in Cerus in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's Cerus position peaked at $16K in Q3 2018.
  • 123 funds tracked by Wall St. Rank held Cerus as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.