KPWS
CERO

Kestra Private Wealth Services’s CERo Therapeutics CERO Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-5
Closed -$30.7K – 1420
2024
Q1 		$30.7K Buy
+5
New +$55.9K ﹤0.01% 1276

Other funds holding CERO

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Kestra Private Wealth Services's CERO Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of CERo Therapeutics (CERO) in Q2 2024, closing a stake of 5 shares — an estimated $30.7K sold.

Kestra Private Wealth Services first reported a position in CERO in Q1 2024 and held it in 1 quarter. The position peaked at $30.7K in Q1 2024. 11 funds tracked by Wall St. Rank hold CERO as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining CERo Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5 CERo Therapeutics shares in Q2 2024, an estimated $30.7K.
  • Kestra Private Wealth Services first reported a position in CERo Therapeutics in Q1 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's CERo Therapeutics position peaked at $30.7K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held CERo Therapeutics as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.