Focus Partners Wealth
CERS icon

Focus Partners Wealth’s Cerus CERS Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$198K Sell
108,563
-12,163
-10% -$26.5K ﹤0.01% 2426
2025
Q4 		$249K Buy
120,726
+18,445
+18% +$32K ﹤0.01% 2330
2025
Q3 		$179K Buy
102,281
+3,954
+4% +$5.34K ﹤0.01% 2071
2025
Q2 		$139K Sell
98,327
-1,116
-1% -$1.49K ﹤0.01% 1916
2025
Q1 		$138K Buy
99,443
+7,677
+8% +$12.8K ﹤0.01% 1789
2024
Q4 		$141K Buy
91,766
+566
+0.6% +$974 ﹤0.01% 1769
2024
Q3 		$159K Sell
91,200
-91,200
-50% -$191K ﹤0.01% 1482
2024
Q2 		$322K Buy
182,400
+93,200
+104% +$167K ﹤0.01% 1053
2024
Q1 		$169K Sell
89,200
-2,000
-2% -$4.08K ﹤0.01% 948
2023
Q4 		$197K Buy
+91,200
New +$150K ﹤0.01% 758

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return