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Cetera Advisors’s Ericsson ERIC Stock Holding History

Cetera Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$122K Buy
22,107
+10,929
+98% +$61.6K ﹤0.01% 2287
2023
Q4 		$70.4K Sell
11,178
-538
-5% -$2.73K ﹤0.01% 1726
2023
Q3 		$56.9K Buy
+11,716
New +$59.6K ﹤0.01% 1646
2021
Q4 		– Sell
-55,241
Closed -$619K – 1466
2021
Q3 		$619K Buy
55,241
+32,042
+138% +$379K 0.01% 797
2021
Q2 		$292K Buy
23,199
+3,560
+18% +$47.6K 0.01% 1059
2021
Q1 		$259K Sell
19,639
-57
-0.3% -$726 0.01% 1028
2020
Q4 		$235K Buy
19,696
+4,157
+27% +$48.7K 0.01% 920
2020
Q3 		$169K Buy
+15,539
New +$172K 0.01% 892
2020
Q1 		– Sell
-38,203
Closed -$334K – 851
2019
Q4 		$334K Buy
38,203
+4,150
+12% +$36.7K 0.01% 679
2019
Q3 		$273K Buy
34,053
+11,902
+54% +$102K 0.01% 717
2019
Q2 		$209K Sell
22,151
-19,770
-47% -$191K 0.01% 842
2019
Q1 		$386K Buy
+41,921
New +$379K 0.02% 571

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors's ERIC Position: Q1 2024 in Review

Cetera Advisors increased its Ericsson (ERIC) stake by 98% in Q1 2024, buying an estimated $61.6K and bringing the position to 22,107 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Cetera Advisors first reported a position in ERIC in Q1 2019 and has held it in 12 quarters since. The position peaked at $619K in Q3 2021. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

  • Cetera Advisors held 22,107 shares of Ericsson worth $122K as of Q1 2024.
  • Cetera Advisors bought 10,929 Ericsson shares in Q1 2024, an estimated $61.6K.
  • Ericsson made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2287 holding.
  • Cetera Advisors first reported a position in Ericsson in Q1 2019 and has held it in 12 quarters since.
  • Cetera Advisors's Ericsson position peaked at $619K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

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