Cetera Investment Advisers
E icon

Cetera Investment Advisers’s ENI E Stock Holding History

Cetera Investment Advisers’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
26,369
+5,475
+26% +$246K ﹤0.01% 2545
2025
Q4 		$793K Buy
20,894
+5,245
+34% +$193K ﹤0.01% 3032
2025
Q3 		$547K Buy
15,649
+4,417
+39% +$152K ﹤0.01% 3314
2025
Q2 		$364K Buy
11,232
+870
+8% +$25.8K ﹤0.01% 3229
2025
Q1 		$320K Buy
10,362
+2,077
+25% +$60.6K ﹤0.01% 3214
2024
Q4 		$227K Buy
8,285
+284
+4% +$8.32K ﹤0.01% 3335
2024
Q3 		$243K Buy
8,001
+204
+3% +$6.39K ﹤0.01% 3246
2024
Q2 		$240K Sell
7,797
-7,786
-50% -$247K ﹤0.01% 3236
2024
Q1 		$494K Buy
+15,583
New +$494K ﹤0.01% 2615
2023
Q3 		– Sell
-9,896
Closed -$285K – 2234
2023
Q2 		$285K Sell
9,896
-381
-4% -$11K ﹤0.01% 1783
2023
Q1 		$288K Sell
10,277
-520
-5% -$15.2K ﹤0.01% 1730
2022
Q4 		$309K Buy
+10,797
New +$291K ﹤0.01% 1648
2022
Q2 		– Sell
-7,035
Closed -$206K – 1852
2022
Q1 		$206K Buy
+7,035
New +$209K ﹤0.01% 1696

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return