PCWA
CERE

Pacific Capital Wealth Advisors’s Cerevel Therapeutics Holdings, Inc. Common Stock CERE Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio CERE Stock Details CERE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,790
Closed -$73.2K – 614
2024
Q2 		$73.2K Hold
1,790
– – 0.01% 125
2024
Q1 		$75.7K Buy
1,790
+118
+7% +$4.96K 0.02% 105
2023
Q4 		$70.9K Buy
+1,672
New +$48K 0.02% 109

Other funds holding CERE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's CERE Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Cerevel Therapeutics Holdings, Inc. Common Stock (CERE) in Q3 2024, closing a stake of 1,790 shares — an estimated $73.2K sold.

Pacific Capital Wealth Advisors first reported a position in CERE in Q4 2023 and held it in 3 quarters. The position peaked at $75.7K in Q1 2024. 2 funds tracked by Wall St. Rank hold CERE as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Cerevel Therapeutics Holdings, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,790 Cerevel Therapeutics Holdings, Inc. Common Stock shares in Q3 2024, an estimated $73.2K.
  • Pacific Capital Wealth Advisors first reported a position in Cerevel Therapeutics Holdings, Inc. Common Stock in Q4 2023 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Cerevel Therapeutics Holdings, Inc. Common Stock position peaked at $75.7K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Cerevel Therapeutics Holdings, Inc. Common Stock as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.