Cerity Partners LLC Sells in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.37K
- 2.04%
$100.18 - $109.1 $438K - $477K
210K $22M
CHTR
Charter Communications, Inc.

Communication Services
-204
- 1.22%
$315.38 - $408.02 $64.3K - $83.2K
16.5K $5.65M
EQT
Eqt Corp

Energy
-2.22K
- 6.03%
$35.62 - $46.89 $78.9K - $104K
34.5K $1.59M
MRCY
Mercury Systems Inc

Industrials
-710
- 1.22%
$32.35 - $43.91 $23K - $31.2K
57.5K $2.41M
PBPB
Potbelly Corp

Consumer Cyclical
-1.97K
- 0.7%
$7.38 - $10.74 $14.5K - $21.1K
278K $2.62M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-676
- 1.3%
$83.95 - $99.75 $56.8K - $67.4K
51.3K $4.59M
CNP
Centerpoint Energy Inc

Utilities
-13K
- 4.21%
$28.58 - $32.66 $373K - $426K
297K $9.42M
FHN
First Horizon Corp

Financial Services
-10.8K
- 9.45%
$14.91 - $21.42 $161K - $232K
104K $2.09M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-601
- 2.88%
$107.0 - $142.46 $64.3K - $85.6K
20.2K $2.63M
FCNCA
First Citizens Bancshares Inc

Financial Services
-16
- 1.24%
$1818.92 - $2353.08 $29.1K - $37.6K
1.27K $2.69M
PCTY
Paylocity Holding Corp

Technology
-1.32K
- 7.74%
$162.14 - $213.79 $214K - $282K
15.7K $3.14M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-2.37K
- 8.54%
$24.08 - $48.71 $57.1K - $116K
25.4K $1.05M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-888
- 3.22%
$110.69 - $154.48 $98.3K - $137K
26.7K $3.39M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-9.65K
- 3.8%
$31.7 - $36.82 $306K - $355K
244K $8.33M
PAYC
Paycom Software, Inc.

Technology
-236
- 2.21%
$159.94 - $240.25 $37.7K - $56.7K
10.5K $2.14M
VCEL
Vericel Corp

Healthcare
-8.19K
- 12.12%
$40.05 - $59.11 $328K - $484K
59.4K $3.26M
COST
Costco Wholesale Corp

Consumer Defensive
-12K
- 3.13%
$873.59 - $994.69 $10.5M - $12M
372K $341M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.7K
- 3.67%
$156.46 - $195.69 $266K - $333K
44.7K $7.92M
TRMB
Trimble Inc.

Technology
-2.66K
- 3.78%
$60.21 - $75.4 $160K - $201K
67.8K $4.79M
SF
Stifel Financial Corp

Financial Services
-186
- 0.46%
$93.4 - $117.72 $17.4K - $21.9K
40.1K $4.26M
MAIN
Main Street Capital Corp

Financial Services
-278
- 0.47%
$49.95 - $58.58 $13.9K - $16.3K
58.3K $3.41M
CASY
Caseys General Stores Inc

Consumer Cyclical
-2.06K
- 3.21%
$366.65 - $427.88 $753K - $879K
62K $24.5M
CG
Carlyle Group Inc.

Financial Services
-277
- 0.39%
$43.2 - $54.81 $12K - $15.2K
71.3K $3.6M
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-115
- 0.09%
$7.71 - $12.65 $887 - $1.45K
121K $1.54M
GDDY
Go Daddy Inc.

Technology
-483
- 2.73%
$153.16 - $209.03 $74K - $101K
17.2K $3.39M
TRGP
Targa Resources Corp.

Energy
-1.39K
- 4.81%
$150.58 - $207.69 $209K - $289K
27.5K $4.91M
AMPL
Amplitude, Inc.

Technology
-5.26K
- 1.14%
$8.51 - $11.89 $44.7K - $62.5K
455K $4.8M
PTEN
Patterson Uti Energy Inc

Energy
-17.6K
- 1.32%
$7.26 - $8.7 $128K - $154K
1.32M $10.9M
VTHR
Vanguard Russell 3000 ETF

ETFs
-402
- 0.3%
$251.33 - $271.45 $101K - $109K
134K $34.8M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-5.43K
- 3.25%
$19.44 - $28.35 $105K - $154K
162K $4.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13.9K
- 0.33%
$33.92 - $36.6 $471K - $508K
4.18M $145M
IDT
Idt Corp

Communication Services
-1.11K
- 1.15%
$37.73 - $53.3 $41.7K - $58.9K
94.6K $4.5M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-34K
- 4.16%
$9.95 - $12.23 $338K - $416K
784K $9.2M
HON
Honeywell International Inc

Industrials
-36.2K
- 7.65%
$202.84 - $236.0 $7.35M - $8.55M
437K $98.7M
VST
Vistra Corp.

Utilities
-434
- 0.83%
$115.74 - $166.61 $50.2K - $72.3K
51.8K $7.15M
DDOG
Datadog, Inc.

Technology
-1.05K
- 2.57%
$113.98 - $168.65 $119K - $177K
39.7K $5.67M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-67
- 0.14%
$107.98 - $143.92 $7.23K - $9.64K
46.6K $6.26M
GTLS
Chart Industries Inc

Industrials
-14.1K
- 24.84%
$119.65 - $202.35 $1.69M - $2.85M
42.6K $8.13M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-5.4K
- 9.4%
$146.47 - $191.01 $790K - $1.03M
52K $9.69M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.08K
- 6.53%
$173.13 - $258.09 $360K - $536K
29.7K $6.86M
OKE
Oneok Inc

Energy
-358
- 0.23%
$92.28 - $117.05 $33K - $41.9K
154K $15.5M
URBN
Urban Outfitters Inc

Consumer Cyclical
-40.2K
- 18.47%
$34.96 - $55.81 $1.41M - $2.24M
177K $9.74M
DASH
Door Dash, Inc.

Communication Services
-4.76K
- 5.41%
$141.93 - $180.48 $676K - $859K
83.2K $14M
PAYX
Paychex Inc

Industrials
-4.51K
- 1.25%
$135.86 - $148.73 $612K - $670K
355K $49.8M
TMUS
T Mobile Us, Inc.

Communication Services
-311
- 0.26%
$206.1 - $246.94 $64.1K - $76.8K
117K $25.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.39K
- 0.71%
$241.48 - $274.89 $335K - $381K
193K $49M
NTRA
Natera, Inc.

Healthcare
-6.36K
- 7.39%
$117.67 - $174.0 $749K - $1.11M
79.8K $12.6M
AXON
Axon Enterprise, Inc.

Industrials
-108
- 1.18%
$399.22 - $689.78 $43.1K - $74.5K
9.06K $5.38M
UAL
United Airlines Holdings, Inc.

Industrials
-1.68K
- 3.38%
$55.62 - $102.44 $93.3K - $172K
47.9K $4.65M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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