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Cetera Advisor Networks’s i3 Verticals IIIV Stock Holding History

Cetera Advisor Networks’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$3K – 2068
2020
Q2 		$3K Buy
+100
New +$2.54K ﹤0.01% 3137

Other funds holding IIIV

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cetera Advisor Networks sold out of i3 Verticals (IIIV) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in IIIV in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 118 funds tracked by Wall St. Rank hold IIIV as of Q3 2020.

  • Cetera Advisor Networks reported no remaining i3 Verticals position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 100 i3 Verticals shares in Q3 2020, an estimated $3K.
  • Cetera Advisor Networks first reported a position in i3 Verticals in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's i3 Verticals position peaked at $3K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2020.

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