Sims Investment Management’s Cerus CERS Stock Holding History

Sims Investment Management’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
2026 Q3	–	Sell	-200	Closed	-$584	–	60
2026 Q2	$584	Buy	+200	New	+$485	﹤0.01%	164

Other funds holding CERS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's CERS Position: Q3 2026 in Review

Sims Investment Management sold out of Cerus (CERS) in Q3 2026, closing a stake of 200 shares — an estimated $584 sold.

Sims Investment Management first reported a position in CERS in Q2 2026 and held it in 1 quarter. The position peaked at $584 in Q2 2026. 9 funds tracked by Wall St. Rank hold CERS as of Q3 2026.

Sims Investment Management reported no remaining Cerus position as of Q3 2026 after selling out during the quarter.
Sims Investment Management sold 200 Cerus shares in Q3 2026, an estimated $584.
Sims Investment Management first reported a position in Cerus in Q2 2026 and held it in 1 quarter.
Sims Investment Management's Cerus position peaked at $584 in Q2 2026.
9 funds tracked by Wall St. Rank held Cerus as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.