NAS
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NWF Advisory Services’s Cerus CERS Stock Holding History

NWF Advisory Services’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
2024
Q1 		– Sell
-51,949
Closed -$112K – 341
2023
Q4 		$112K Sell
51,949
-17,644
-25% -$29.1K 0.02% 279
2023
Q3 		$113K Sell
69,593
-8,946
-11% -$18.6K 0.03% 270
2023
Q2 		$193K Hold
78,539
– – 0.04% 240
2023
Q1 		$193K Buy
+78,539
New +$236K 0.04% 239

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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

NWF Advisory Services's CERS Position: Q1 2024 in Review

NWF Advisory Services sold out of Cerus (CERS) in Q1 2024, closing a stake of 51,949 shares — an estimated $112K sold.

NWF Advisory Services first reported a position in CERS in Q1 2023 and held it in 4 quarters. The position peaked at $193K in Q2 2023. 144 funds tracked by Wall St. Rank hold CERS as of Q1 2024.

  • NWF Advisory Services reported no remaining Cerus position as of Q1 2024 after selling out during the quarter.
  • NWF Advisory Services sold 51,949 Cerus shares in Q1 2024, an estimated $112K.
  • NWF Advisory Services first reported a position in Cerus in Q1 2023 and held it in 4 quarters.
  • NWF Advisory Services's Cerus position peaked at $193K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Cerus as of Q1 2024.

Based on NWF Advisory Services's 13F filing for Q1 2024, filed 6 Oct 2025.