CA
LFT

Cetera Advisors’s Lument Finance Trust LFT Stock Holding History

Cetera Advisors’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,695
Closed -$24.9K – 2462
2023
Q4 		$24.9K Hold
10,695
– – ﹤0.01% 1771
2023
Q3 		$22.2K Hold
10,695
– – ﹤0.01% 1680
2023
Q2 		$20.3K Hold
10,695
– – ﹤0.01% 1634
2023
Q1 		$21.6K Hold
10,695
– – ﹤0.01% 1622
2022
Q4 		$20.3K Hold
10,695
– – ﹤0.01% 1574
2022
Q3 		$23K Hold
10,695
– – ﹤0.01% 1246
2022
Q2 		$25K Hold
10,695
– – ﹤0.01% 1339
2022
Q1 		$29K Hold
10,695
– – ﹤0.01% 1377
2021
Q4 		$41K Hold
10,695
– – ﹤0.01% 1405
2021
Q3 		$42K Hold
10,695
– – ﹤0.01% 1379
2021
Q2 		$45K Hold
10,695
– – ﹤0.01% 1304
2021
Q1 		$38K Hold
10,695
– – ﹤0.01% 1203
2020
Q4 		$35K Hold
10,695
– – ﹤0.01% 1031
2020
Q3 		$29K Hold
10,695
– – ﹤0.01% 943
2020
Q2 		$28K Buy
+10,695
New +$23.3K ﹤0.01% 900

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Advisors's LFT Position: Q1 2024 in Review

Cetera Advisors sold out of Lument Finance Trust (LFT) in Q1 2024, closing a stake of 10,695 shares — an estimated $24.9K sold.

Cetera Advisors first reported a position in LFT in Q2 2020 and held it in 15 quarters. The position peaked at $45K in Q2 2021. 41 funds tracked by Wall St. Rank hold LFT as of Q1 2024.

  • Cetera Advisors reported no remaining Lument Finance Trust position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 10,695 Lument Finance Trust shares in Q1 2024, an estimated $24.9K.
  • Cetera Advisors first reported a position in Lument Finance Trust in Q2 2020 and held it in 15 quarters.
  • Cetera Advisors's Lument Finance Trust position peaked at $45K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2024.

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