Cetera Advisor Networks’s Haleon HLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$862K	Buy	101,572 +4,907	+5%	+$41K	﹤0.01%	1569
2023 Q4	$796K	Buy	96,665 +38,412	+66%	+$317K	﹤0.01%	1526
2023 Q3	$485K	Sell	58,253 -1,917	-3%	-$16K	﹤0.01%	1780
2023 Q2	$504K	Sell	60,170 -13,864	-19%	-$118K	﹤0.01%	1709
2023 Q1	$603K	Sell	74,034 -1,110	-1%	-$8.85K	﹤0.01%	1574
2022 Q4	$601K	Buy	75,144 +27,221	+57%	+$185K	﹤0.01%	1508
2022 Q3	$292K	Buy	+47,923	New	+$310K	﹤0.01%	1618

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cetera Advisor Networks's HLN Position: Q1 2024 in Review

Cetera Advisor Networks increased its Haleon (HLN) stake by 5.1% in Q1 2024, buying an estimated $41K and bringing the position to 101,572 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Cetera Advisor Networks first reported a position in HLN in Q3 2022 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Cetera Advisor Networks held 101,572 shares of Haleon worth $862K as of Q1 2024.
Cetera Advisor Networks bought 4,907 Haleon shares in Q1 2024, an estimated $41K.
Haleon made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1569 holding.
Cetera Advisor Networks first reported a position in Haleon in Q3 2022 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.