Cerity Partners LLC Has $8.65 Million Stock Holdings in Phillips 66 ...

1 day ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX - Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange …

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Cerity Partners LLC Has $8.65 Million Stock Holdings In Phillips 66 ...

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1 day ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX - Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange …

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CERITY PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

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Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09 …

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Cerity Partners LLC Boosts Holdings In Phillips 66 (NYSE:PSX)

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Apr 16, 2024 · Cerity Partners LLC raised its position in Phillips 66 (NYSE:PSX – Free Report) by 29.1% in the 4th quarter, according to the company in its most recent disclosure with the …

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Cerity Partners 13F Annual Report (2024) - Wallmine

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$37.9 trillion Assets Under Management (AUM) As of 6th August 2024, Cerity Partners’s top holding is 8,512,842 shares of Vanguard Index Fds currently worth over $2.77 trillion and …

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Cerity Partners Review 2024 - Investor.com

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Oct 16, 2024 · For our review of Cerity Partners, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. ... 14.66% of firms …

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Cerity Partners Portfolio And News - GuruFocus

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Jun 30, 2024 · Cerity Partners LLC Top Holdings of 2024-06-30 View Full List Ticker VOO: AAPL: MSFT: PG: SPY CALL ... +12.66%. 379279.468. Consumer Packaged Goods: SPY CALL …

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Cerity Partners LLC 13F Portfolio - HedgeFollow

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Hedge Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Cerity Partners LLC: Cerity Partners LLC: 7.91%: $36849266000

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Cerity Partners LLC (New York) | Adviser Rankings - Wallmine

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Cerity Partners LLC is a large advisory firm based in New York. It manages $19.66 billion of regulatory assets for 2,822 client accounts. It has been registered with the SEC as an adviser …

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Cerity Partners LLC Has $8.65 Million Stock Holdings In Phillips 66 ...

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22 hours ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and …

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Nov 17, 2024 · Procyon Partners, LLC 1 Corporate Drive, Suite 225, Shelton, CT 06484. 15 Years $7,000,000,000 ... the feel of a small firm that provides a hand holding experience coupled …

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Cerity Partners LLC Has $78.26 Million Stock Holdings In

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4 days ago · Cerity Partners LLC lifted its holdings in shares of Amphenol Co. (NYSE:APH - Free Report) by 484.0% in the 3rd quarter, according to the company in its most recent disclosure …

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FAQs about Cerity Partners LLC Has $8.65 Million Stock Holdings in Phillips 66 ... Coupon?

Does Cerity Partners own Phillips 66?

Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,830 shares of the oil and gas company’s stock after acquiring an additional 5,255 shares during the period. ...

How much does Cerity Partners hold in 13F securities?

Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings ...

Where is Cerity Partners based?

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09-17). Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. ...

What is Cerity Partners' largest holding?

Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings Cerity Partners offers a wide range of advisory services, including investment advisory, insurance planning and risk management, and tax services. ...

What are Cerity Partners' Top holdings in 2024?

As of 6th August 2024, Cerity Partners’s top holding is 8,512,842 shares of Vanguard Index Fds currently worth over $2.77 trillion and making up 7.6% of the portfolio value. In addition, the fund holds 6,154,405 shares of Apple Inc worth $1.3 trillion, whose value grew 17.6% in the past six months. ...

Who owns Cerity Partners Equity Holding LLC?

The firm is owned by Cerity Partners Equity Holding LLC, a company that’s controlled by Cerity Partners EOE LLC. Cerity Partners EOE LLC is owned by certain employees of Cerity Partners, as well as funds affiliated with private equity firms Genstar Capital Partners LLC and Lightyear Capital LLC. ...