Cetera Advisors’s NewtekOne NEWT Stock Holding History

Cetera Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-16,100	Closed	-$562K	–	1453
2021 Q2	$562K	Buy	+16,100	New	+$506K	0.01%	773

Other funds holding NEWT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Cetera Advisors's NEWT Position: Q3 2021 in Review

Cetera Advisors sold out of NewtekOne (NEWT) in Q3 2021, closing a stake of 16,100 shares — an estimated $562K sold.

Cetera Advisors first reported a position in NEWT in Q2 2021 and held it in 1 quarter. The position peaked at $562K in Q2 2021. 75 funds tracked by Wall St. Rank hold NEWT as of Q3 2021.

Cetera Advisors reported no remaining NewtekOne position as of Q3 2021 after selling out during the quarter.
Cetera Advisors sold 16,100 NewtekOne shares in Q3 2021, an estimated $562K.
Cetera Advisors first reported a position in NewtekOne in Q2 2021 and held it in 1 quarter.
Cetera Advisors's NewtekOne position peaked at $562K in Q2 2021.
75 funds tracked by Wall St. Rank held NewtekOne as of Q3 2021.

Based on Cetera Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.