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Cetera Advisor Networks’s Latham Group SWIM Stock Holding History

Cetera Advisor Networks’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$111K Sell
27,959
-19,492
-41% -$55.6K ﹤0.01% 2679
2023
Q4 		$125K Sell
47,451
-5,167
-10% -$12.8K ﹤0.01% 2620
2023
Q3 		$147K Buy
52,618
+36,537
+227% +$132K ﹤0.01% 2501
2023
Q2 		$59.7K Sell
16,081
-1,134
-7% -$3.46K ﹤0.01% 2510
2023
Q1 		$49.2K Sell
17,215
-124
-0.7% -$435 ﹤0.01% 2494
2022
Q4 		$55.8K Buy
+17,339
New +$62.5K ﹤0.01% 2433

Other funds holding SWIM

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Cetera Advisor Networks reduced its Latham Group (SWIM) stake by 41% in Q1 2024, selling an estimated $55.6K and leaving 27,959 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Cetera Advisor Networks first reported a position in SWIM in Q4 2022 and has held it in 6 quarters since. The position peaked at $147K in Q3 2023. 105 funds tracked by Wall St. Rank hold SWIM as of Q1 2024.

  • Cetera Advisor Networks held 27,959 shares of Latham Group worth $111K as of Q1 2024.
  • Cetera Advisor Networks sold 19,492 Latham Group shares in Q1 2024, an estimated $55.6K.
  • Latham Group made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2679 holding.
  • Cetera Advisor Networks first reported a position in Latham Group in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisor Networks's Latham Group position peaked at $147K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held Latham Group as of Q1 2024.

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