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Cetera Advisors’s Information Services Group III Stock Holding History

Cetera Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-61,300
Closed -$282K – 1684
2022
Q4 		$282K Buy
+61,300
New +$310K 0.01% 1265

Other funds holding III

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Advisors's III Position: Q1 2023 in Review

Cetera Advisors sold out of Information Services Group (III) in Q1 2023, closing a stake of 61,300 shares — an estimated $282K sold.

Cetera Advisors first reported a position in III in Q4 2022 and held it in 1 quarter. The position peaked at $282K in Q4 2022. 106 funds tracked by Wall St. Rank hold III as of Q1 2023.

  • Cetera Advisors reported no remaining Information Services Group position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisors sold 61,300 Information Services Group shares in Q1 2023, an estimated $282K.
  • Cetera Advisors first reported a position in Information Services Group in Q4 2022 and held it in 1 quarter.
  • Cetera Advisors's Information Services Group position peaked at $282K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Information Services Group as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.