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Cetera Advisor Networks’s Vita Coco COCO Stock Holding History

Cetera Advisor Networks’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,300
Closed -$304K – 2728
2023
Q2 		$304K Buy
+11,300
New +$275K ﹤0.01% 2077

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cetera Advisor Networks's COCO Position: Q3 2023 in Review

Cetera Advisor Networks sold out of Vita Coco (COCO) in Q3 2023, closing a stake of 11,300 shares — an estimated $304K sold.

Cetera Advisor Networks first reported a position in COCO in Q2 2023 and held it in 1 quarter. The position peaked at $304K in Q2 2023. 154 funds tracked by Wall St. Rank hold COCO as of Q3 2023.

  • Cetera Advisor Networks reported no remaining Vita Coco position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 11,300 Vita Coco shares in Q3 2023, an estimated $304K.
  • Cetera Advisor Networks first reported a position in Vita Coco in Q2 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Vita Coco position peaked at $304K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Vita Coco as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.