Cetera Investment Advisers
DH icon

Cetera Investment Advisers’s Definitive Healthcare DH Stock Holding History

Cetera Investment Advisers’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,213
Closed -$99.4K – 3774
2024
Q2 		$99.4K Sell
18,213
-2,470
-12% -$15.6K ﹤0.01% 3513
2024
Q1 		$167K Buy
+20,683
New +$183K ﹤0.01% 3397

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's DH Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Definitive Healthcare (DH) in Q3 2024, closing a stake of 18,213 shares — an estimated $99.4K sold.

Cetera Investment Advisers first reported a position in DH in Q1 2024 and held it in 2 quarters. The position peaked at $167K in Q1 2024. 125 funds tracked by Wall St. Rank hold DH as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Definitive Healthcare position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 18,213 Definitive Healthcare shares in Q3 2024, an estimated $99.4K.
  • Cetera Investment Advisers first reported a position in Definitive Healthcare in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Definitive Healthcare position peaked at $167K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.