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Cetera Advisor Networks’s Oak Valley Bancorp OVLY Stock Holding History

Cetera Advisor Networks’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$250K Hold
10,100
– – ﹤0.01% 2418
2023
Q4 		$302K Hold
10,100
– – ﹤0.01% 2242
2023
Q3 		$253K Hold
10,100
– – ﹤0.01% 2255
2023
Q2 		$254K Hold
10,100
– – ﹤0.01% 2196
2023
Q1 		$239K Sell
10,100
-312
-3% -$7.91K ﹤0.01% 2202
2022
Q4 		$236K Hold
10,412
– – ﹤0.01% 2157
2022
Q3 		$186K Buy
+10,412
New +$188K ﹤0.01% 1875

Other funds holding OVLY

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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cetera Advisor Networks held its Oak Valley Bancorp (OVLY) position steady in Q1 2024 at 10,100 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Cetera Advisor Networks first reported a position in OVLY in Q3 2022 and has held it in 7 quarters since. The position peaked at $302K in Q4 2023. 54 funds tracked by Wall St. Rank hold OVLY as of Q1 2024.

  • Cetera Advisor Networks held 10,100 shares of Oak Valley Bancorp worth $250K as of Q1 2024.
  • Cetera Advisor Networks left its Oak Valley Bancorp share count unchanged in Q1 2024.
  • Oak Valley Bancorp made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2418 holding.
  • Cetera Advisor Networks first reported a position in Oak Valley Bancorp in Q3 2022 and has held it in 7 quarters since.
  • Cetera Advisor Networks's Oak Valley Bancorp position peaked at $302K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2024.

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