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Wealthspire Advisors (Maryland)’s Cerus CERS Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-20,000
Closed -$110K – 2448
2018
Q1 		$110K Hold
20,000
– – 0.01% 679
2017
Q4 		$68K Hold
20,000
– – 0.01% 875
2017
Q3 		$55K Hold
20,000
– – 0.01% 935
2017
Q2 		$50K Buy
20,000
+12,500
+167% +$40K 0.01% 948
2017
Q1 		$33K Buy
+7,500
New +$31.8K ﹤0.01% 924

Other funds holding CERS

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s CERS Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cerus (CERS) in Q2 2018, closing a stake of 20,000 shares — an estimated $110K sold.

Wealthspire Advisors (Maryland) first reported a position in CERS in Q1 2017 and held it in 5 quarters. The position peaked at $110K in Q1 2018. 140 funds tracked by Wall St. Rank hold CERS as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cerus position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20,000 Cerus shares in Q2 2018, an estimated $110K.
  • Wealthspire Advisors (Maryland) first reported a position in Cerus in Q1 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Cerus position peaked at $110K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held Cerus as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.