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Personal CFO Solutions’s Cerus CERS Stock Holding History

Personal CFO Solutions’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
2022
Q3 		– Sell
-16,000
Closed -$85K – 424
2022
Q2 		$85K Sell
16,000
-3,500
-18% -$17.5K 0.02% 416
2022
Q1 		$107K Sell
19,500
-7,000
-26% -$38.8K 0.02% 450
2021
Q4 		$180K Sell
26,500
-1,500
-5% -$10.1K 0.03% 455
2021
Q3 		$171K Sell
28,000
-5,950
-18% -$34.7K 0.04% 429
2021
Q2 		$201K Sell
33,950
-2,000
-6% -$11.7K 0.04% 410
2021
Q1 		$216K Sell
35,950
-5,888
-14% -$40.1K 0.05% 368
2020
Q4 		$290K Buy
41,838
+15,188
+57% +$99.6K 0.07% 254
2020
Q3 		$0 Hold
26,650
– – ﹤0.01% 170
2020
Q2 		$176K Sell
26,650
-11,488
-30% -$65.9K 0.05% 292
2020
Q1 		$177K Buy
+38,138
New +$173K 0.06% 248

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Personal CFO Solutions's CERS Position: Q3 2022 in Review

Personal CFO Solutions sold out of Cerus (CERS) in Q3 2022, closing a stake of 16,000 shares — an estimated $85K sold.

Personal CFO Solutions first reported a position in CERS in Q1 2020 and held it in 10 quarters. The position peaked at $290K in Q4 2020. 187 funds tracked by Wall St. Rank hold CERS as of Q3 2022.

  • Personal CFO Solutions reported no remaining Cerus position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 16,000 Cerus shares in Q3 2022, an estimated $85K.
  • Personal CFO Solutions first reported a position in Cerus in Q1 2020 and held it in 10 quarters.
  • Personal CFO Solutions's Cerus position peaked at $290K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Cerus as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.