Cetera Advisor Networks’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Cetera Advisor Networks’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-35,778	Closed	-$92.7K	–	2796
2023 Q3	$92.7K	Hold	35,778	–	–	﹤0.01%	2578
2023 Q2	$105K	Sell	35,778 -2,000	-5%	-$5.52K	﹤0.01%	2458
2023 Q1	$97.1K	Sell	37,778 -14,473	-28%	-$38.7K	﹤0.01%	2442
2022 Q4	$132K	Hold	52,251	–	–	﹤0.01%	2345
2022 Q3	$138K	Buy	+52,251	New	+$148K	﹤0.01%	1920
2020 Q3	–	Sell	-9,507	Closed	-$26K	–	1517
2020 Q2	$26K	Buy	+9,507	New	+$24.4K	﹤0.01%	2251

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Cetera Advisor Networks's CIK Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Credit Suisse Asset Management Income Fund (CIK) in Q4 2023, closing a stake of 35,778 shares — an estimated $92.7K sold.

Cetera Advisor Networks first reported a position in CIK in Q2 2020 and held it in 6 quarters. The position peaked at $138K in Q3 2022. 49 funds tracked by Wall St. Rank hold CIK as of Q4 2023.

Cetera Advisor Networks reported no remaining Credit Suisse Asset Management Income Fund position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 35,778 Credit Suisse Asset Management Income Fund shares in Q4 2023, an estimated $92.7K.
Cetera Advisor Networks first reported a position in Credit Suisse Asset Management Income Fund in Q2 2020 and held it in 6 quarters.
Cetera Advisor Networks's Credit Suisse Asset Management Income Fund position peaked at $138K in Q3 2022.
49 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.