JAWM
CERS icon

J. Arnold Wealth Management’s Cerus CERS Stock Holding History

J. Arnold 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
2023
Q4 		$28.8K Hold
13,330
– – 0.01% 35
2023
Q3 		$21.6K Sell
13,330
-7,000
-34% -$14.6K 0.01% 28
2023
Q2 		$50K Sell
20,330
-3,035
-13% -$7.21K 0.02% 17
2023
Q1 		$69.4K Sell
23,365
-6,485
-22% -$19.5K 0.03% 36
2022
Q4 		$109K Buy
+29,850
New +$113K 0.05% 46

Other funds holding CERS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
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

J. Arnold Wealth Management's CERS Position: Q4 2023 in Review

J. Arnold Wealth Management held its Cerus (CERS) position steady in Q4 2023 at 13,330 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #35.

J. Arnold Wealth Management first reported a position in CERS in Q4 2022 and has held it in 5 quarters since. The position peaked at $109K in Q4 2022. 140 funds tracked by Wall St. Rank hold CERS as of Q4 2023.

  • J. Arnold Wealth Management held 13,330 shares of Cerus worth $28.8K as of Q4 2023.
  • J. Arnold Wealth Management left its Cerus share count unchanged in Q4 2023.
  • Cerus made up 0.01% of J. Arnold Wealth Management's portfolio in Q4 2023, its #35 holding.
  • J. Arnold Wealth Management first reported a position in Cerus in Q4 2022 and has held it in 5 quarters since.
  • J. Arnold Wealth Management's Cerus position peaked at $109K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Cerus as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.