Cambridge Investment Research Advisors
ADV icon

Cambridge Investment Research Advisors’s Advantage Solutions ADV Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-757
Closed -$82K – 3314
2024
Q1 		$82K Buy
+757
New +$74.5K ﹤0.01% 3171

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cambridge Investment Research Advisors's ADV Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Advantage Solutions (ADV) in Q2 2024, closing a stake of 757 shares — an estimated $82K sold.

Cambridge Investment Research Advisors first reported a position in ADV in Q1 2024 and held it in 1 quarter. The position peaked at $82K in Q1 2024. 119 funds tracked by Wall St. Rank hold ADV as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Advantage Solutions position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 757 Advantage Solutions shares in Q2 2024, an estimated $82K.
  • Cambridge Investment Research Advisors first reported a position in Advantage Solutions in Q1 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Advantage Solutions position peaked at $82K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.