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Cetera Advisor Networks’s ePlus PLUS Stock Holding History

Cetera Advisor Networks’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$313K Sell
3,982
-926
-19% -$72.1K ﹤0.01% 2256
2023
Q4 		$392K Sell
4,908
-757
-13% -$50.6K ﹤0.01% 2062
2023
Q3 		$360K Buy
+5,665
New +$350K ﹤0.01% 2009

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cetera Advisor Networks reduced its ePlus (PLUS) stake by 19% in Q1 2024, selling an estimated $72.1K and leaving 3,982 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Cetera Advisor Networks first reported a position in PLUS in Q3 2023 and has held it in 3 quarters since. The position peaked at $392K in Q4 2023. 222 funds tracked by Wall St. Rank hold PLUS as of Q1 2024.

  • Cetera Advisor Networks held 3,982 shares of ePlus worth $313K as of Q1 2024.
  • Cetera Advisor Networks sold 926 ePlus shares in Q1 2024, an estimated $72.1K.
  • ePlus made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2256 holding.
  • Cetera Advisor Networks first reported a position in ePlus in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's ePlus position peaked at $392K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held ePlus as of Q1 2024.

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