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Cetera Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Cetera Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$379K Buy
+23,294
New +$365K ﹤0.01% 1786

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cetera Advisors's CGBD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Carlyle Secured Lending (CGBD) in Q1 2024: 23,294 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings.

112 funds tracked by Wall St. Rank hold CGBD as of Q1 2024.

  • Cetera Advisors held 23,294 shares of Carlyle Secured Lending worth $379K as of Q1 2024.
  • Carlyle Secured Lending was a new Cetera Advisors position in Q1 2024.
  • Carlyle Secured Lending made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1786 holding.
  • 112 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2024.

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