Cetera Investment Advisers
CVI icon

Cetera Investment Advisers’s CVR Energy CVI Stock Holding History

Cetera Investment Advisers’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,934
Closed -$216K – 4737
2025
Q3 		$216K Sell
5,934
-15,549
-72% -$465K ﹤0.01% 4100
2025
Q2 		$577K Sell
21,483
-4,921
-19% -$108K ﹤0.01% 2842
2025
Q1 		$512K Buy
26,404
+1,415
+6% +$27.6K ﹤0.01% 2823
2024
Q4 		$468K Sell
24,989
-2,099
-8% -$42.4K ﹤0.01% 2731
2024
Q3 		$624K Buy
27,088
+1,175
+5% +$29.1K ﹤0.01% 2477
2024
Q2 		$694K Buy
25,913
+9,551
+58% +$290K ﹤0.01% 2344
2024
Q1 		$583K Buy
+16,362
New +$543K ﹤0.01% 2485
2023
Q2 		– Sell
-13,450
Closed -$441K – 2218
2023
Q1 		$441K Buy
+13,450
New +$431K ﹤0.01% 1501

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return