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Cetera Advisors’s Custom Truck One Source CTOS Stock Holding History

Cetera Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$68.4K Buy
+11,755
New +$73K ﹤0.01% 2336

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Advisors's CTOS Position: Q1 2024 in Review

Cetera Advisors opened a new position in Custom Truck One Source (CTOS) in Q1 2024: 11,755 shares worth $68.4K. The stake represents ﹤0.01% of the portfolio and ranks #2336 among its holdings.

120 funds tracked by Wall St. Rank hold CTOS as of Q1 2024.

  • Cetera Advisors held 11,755 shares of Custom Truck One Source worth $68.4K as of Q1 2024.
  • Custom Truck One Source was a new Cetera Advisors position in Q1 2024.
  • Custom Truck One Source made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2336 holding.
  • 120 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2024.

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