Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 25, 2021

SELL
N/A
-60,776 Closed
0 $0
Q2 2021

Aug 11, 2021

SELL
N/A
-2,792 Reduced 4.39%
60,776 $818,000
Q1 2021

Aug 11, 2021

SELL
N/A
-18,676 Reduced 22.71%
63,568 $835,000
Q1 2021

May 12, 2021

BUY
N/A
8,082 Added 10.9%
82,244 $1.08 Million
Q4 2020

Feb 11, 2021

BUY
N/A
6,513 Added 9.63%
74,162 $800,000
Q3 2020

Nov 12, 2020

SELL
N/A
-17,139 Reduced 20.21%
67,649 $421,000
Q2 2020

Aug 14, 2020

SELL
N/A
-3,354 Reduced 3.81%
84,788 $579,000
Q1 2020

May 14, 2020

BUY
N/A
20,080 Added 29.5%
88,142 $699,000
Q4 2019

Feb 14, 2020

SELL
N/A
-17,324 Reduced 20.29%
68,062 $759,000
Q3 2019

Oct 30, 2019

SELL
N/A
-3,683 Reduced 4.13%
85,386 $763,000
Q2 2019

Aug 14, 2019

SELL
N/A
-16,772 Reduced 15.85%
89,069 $935,000
Q1 2019

May 14, 2019

SELL
N/A
-24,809 Reduced 18.99%
105,841 $1.06 Million
Q4 2018

Feb 06, 2019

SELL
N/A
-20,341 Reduced 13.47%
130,650 $989,000
Q3 2018

Nov 15, 2018

SELL
N/A
-22,500 Reduced 12.97%
150,991 $1.71 Million
Q2 2018

Aug 15, 2018

SELL
N/A
-29,400 Reduced 14.49%
173,491 $2.36 Million
Q1 2018

May 15, 2018

BUY
N/A
309 Added 0.15%
202,891 $2.74 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-5,589 Reduced 2.68%
202,582 $3.54 Million
Q3 2017

Nov 13, 2017

BUY
N/A
208,171
208,171 $5.03 Million
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.