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Cetera Advisor Networks’s UWM Holdings UWMC Stock Holding History

Cetera Advisor Networks’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$210K Sell
28,882
-1,227
-4% -$8.28K ﹤0.01% 2556
2023
Q4 		$215K Buy
30,109
+1,204
+4% +$6.8K ﹤0.01% 2477
2023
Q3 		$140K Sell
28,905
-59,063
-67% -$340K ﹤0.01% 2511
2023
Q2 		$493K Buy
87,968
+150
+0.2% +$808 ﹤0.01% 1721
2023
Q1 		$431K Sell
87,818
-15,378
-15% -$67.4K ﹤0.01% 1802
2022
Q4 		$342K Buy
103,196
+8,544
+9% +$32K ﹤0.01% 1907
2022
Q3 		$277K Buy
94,652
+10,712
+13% +$39.4K ﹤0.01% 1657
2022
Q2 		$297K Buy
83,940
+9,399
+13% +$36K ﹤0.01% 1628
2022
Q1 		$338K Buy
74,541
+23,779
+47% +$115K ﹤0.01% 1554
2021
Q4 		$301K Buy
50,762
+26,859
+112% +$181K ﹤0.01% 1609
2021
Q3 		$166K Buy
23,903
+9,366
+64% +$69.7K ﹤0.01% 1836
2021
Q2 		$123K Sell
14,537
-35,183
-71% -$295K ﹤0.01% 1827
2021
Q1 		$394K Buy
49,720
+38,397
+339% +$372K 0.01% 988
2020
Q4 		$149K Buy
+11,323
New +$118K ﹤0.01% 1284

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Cetera Advisor Networks reduced its UWM Holdings (UWMC) stake by 4.1% in Q1 2024, selling an estimated $8.28K and leaving 28,882 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Cetera Advisor Networks first reported a position in UWMC in Q4 2020 and has held it in 14 quarters since. The position peaked at $493K in Q2 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • Cetera Advisor Networks held 28,882 shares of UWM Holdings worth $210K as of Q1 2024.
  • Cetera Advisor Networks sold 1,227 UWM Holdings shares in Q1 2024, an estimated $8.28K.
  • UWM Holdings made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2556 holding.
  • Cetera Advisor Networks first reported a position in UWM Holdings in Q4 2020 and has held it in 14 quarters since.
  • Cetera Advisor Networks's UWM Holdings position peaked at $493K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

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