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Cetera Advisor Networks’s CSP Inc CSPI Stock Holding History

Cetera Advisor Networks’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,154
Closed -$5K – 1574
2020
Q2 		$5K Buy
+1,154
New +$5.07K ﹤0.01% 2966

Other funds holding CSPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisor Networks's CSPI Position: Q3 2020 in Review

Cetera Advisor Networks sold out of CSP Inc (CSPI) in Q3 2020, closing a stake of 1,154 shares — an estimated $5K sold.

Cetera Advisor Networks first reported a position in CSPI in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 17 funds tracked by Wall St. Rank hold CSPI as of Q3 2020.

  • Cetera Advisor Networks reported no remaining CSP Inc position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 1,154 CSP Inc shares in Q3 2020, an estimated $5K.
  • Cetera Advisor Networks first reported a position in CSP Inc in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's CSP Inc position peaked at $5K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held CSP Inc as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.