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Cetera Advisor Networks’s Union Bankshares UNB Stock Holding History

Cetera Advisor Networks’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,367
Closed -$226K – 2932
2023
Q4 		$226K Buy
+7,367
New +$202K ﹤0.01% 2448

Other funds holding UNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Cetera Advisor Networks sold out of Union Bankshares (UNB) in Q1 2024, closing a stake of 7,367 shares — an estimated $226K sold.

Cetera Advisor Networks first reported a position in UNB in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 29 funds tracked by Wall St. Rank hold UNB as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Union Bankshares position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 7,367 Union Bankshares shares in Q1 2024, an estimated $226K.
  • Cetera Advisor Networks first reported a position in Union Bankshares in Q4 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Union Bankshares position peaked at $226K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2024.

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