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Cetera Advisors’s loanDepot LDI Stock Holding History

Cetera Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$294K Buy
113,354
+45,173
+66% +$121K ﹤0.01% 1957
2023
Q4 		$240K Buy
+68,181
New +$128K ﹤0.01% 1551

Other funds holding LDI

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Cetera Advisors's LDI Position: Q1 2024 in Review

Cetera Advisors increased its loanDepot (LDI) stake by 66% in Q1 2024, buying an estimated $121K and bringing the position to 113,354 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Cetera Advisors first reported a position in LDI in Q4 2023 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold LDI as of Q1 2024.

  • Cetera Advisors held 113,354 shares of loanDepot worth $294K as of Q1 2024.
  • Cetera Advisors bought 45,173 loanDepot shares in Q1 2024, an estimated $121K.
  • loanDepot made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1957 holding.
  • Cetera Advisors first reported a position in loanDepot in Q4 2023 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held loanDepot as of Q1 2024.

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