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Stratos Wealth Partners’s Cerus CERS Stock Holding History

Stratos Wealth Partners’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
-16,716
Closed -$36.1K – 1390
2023
Q4 		$36.1K Sell
16,716
-6,209
-27% -$10.2K ﹤0.01% 1359
2023
Q3 		$37.1K Buy
+22,925
New +$47.7K ﹤0.01% 1261

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

Stratos Wealth Partners's CERS Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Cerus (CERS) in Q1 2024, closing a stake of 16,716 shares — an estimated $36.1K sold.

Stratos Wealth Partners first reported a position in CERS in Q3 2023 and held it in 2 quarters. The position peaked at $37.1K in Q3 2023. 144 funds tracked by Wall St. Rank hold CERS as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Cerus position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 16,716 Cerus shares in Q1 2024, an estimated $36.1K.
  • Stratos Wealth Partners first reported a position in Cerus in Q3 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's Cerus position peaked at $37.1K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held Cerus as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.