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Schechter Investment Advisors’s Cerus CERS Stock Holding History

Schechter Investment Advisors’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 		– Sell
-10,305
Closed -$16.7K – 663
2023
Q3 		$16.7K Hold
10,305
– – ﹤0.01% 597
2023
Q2 		$25.4K Hold
10,305
– – ﹤0.01% 632
2023
Q1 		$30.6K Hold
10,305
– – ﹤0.01% 662
2022
Q4 		$37.6K Hold
10,305
– – ﹤0.01% 812
2022
Q3 		$37K Hold
10,305
– – ﹤0.01% 923
2022
Q2 		$55K Buy
+10,305
New +$51.5K 0.01% 924
2022
Q1 		– Sell
-10,332
Closed -$70K – 936
2021
Q4 		$70K Buy
+10,332
New +$69.6K 0.01% 853

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

Schechter Investment Advisors's CERS Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Cerus (CERS) in Q4 2023, closing a stake of 10,305 shares — an estimated $16.7K sold.

Schechter Investment Advisors first reported a position in CERS in Q4 2021 and held it in 7 quarters. The position peaked at $70K in Q4 2021. 140 funds tracked by Wall St. Rank hold CERS as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Cerus position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,305 Cerus shares in Q4 2023, an estimated $16.7K.
  • Schechter Investment Advisors first reported a position in Cerus in Q4 2021 and held it in 7 quarters.
  • Schechter Investment Advisors's Cerus position peaked at $70K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Cerus as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.