Cetera Investment Advisers
HRI icon

Cetera Investment Advisers’s Herc Holdings HRI Stock Holding History

Cetera Investment Advisers’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Sell
2,310
-4,251
-65% -$607K ﹤0.01% 4186
2025
Q4 		$973K Sell
6,561
-53
-0.8% -$7.27K ﹤0.01% 2845
2025
Q3 		$772K Buy
6,614
+4,588
+226% +$592K ﹤0.01% 3011
2025
Q2 		$267K Buy
+2,026
New +$246K ﹤0.01% 3494
2024
Q3 		– Sell
-6,473
Closed -$863K – 3826
2024
Q2 		$863K Sell
6,473
-604
-9% -$89.2K ﹤0.01% 2187
2024
Q1 		$1.19M Buy
+7,077
New +$1.08M ﹤0.01% 1942

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return