Cetera Investment Advisers
NYC

Cetera Investment Advisers’s American Strategic Investment Co NYC Stock Holding History

Cetera Investment Advisers’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,742
Closed -$53K – 2219
2022
Q4 		$53K Sell
3,742
-488
-12% -$10.5K ﹤0.01% 2031
2022
Q3 		$109K Sell
4,230
-3
-0.1% -$93 ﹤0.01% 1577
2022
Q2 		$178K Sell
4,233
-378
-8% -$28.6K ﹤0.01% 1670
2022
Q1 		$487K Sell
4,611
-108
-2% -$10K 0.01% 1173
2021
Q4 		$401K Sell
4,719
-65
-1% -$3.92K 0.01% 1320
2021
Q3 		$309K Buy
4,784
+1,237
+35% +$107K ﹤0.01% 1422
2021
Q2 		$372K Sell
3,547
-473
-12% -$39.2K 0.01% 1288
2021
Q1 		$277K Buy
4,020
+1,786
+80% +$133K 0.01% 1292
2020
Q4 		$145K Buy
+2,234
New +$185K ﹤0.01% 1495

Other funds holding NYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cetera Investment Advisers's NYC Position: Q1 2023 in Review

Cetera Investment Advisers sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 3,742 shares — an estimated $53K sold.

Cetera Investment Advisers first reported a position in NYC in Q4 2020 and held it in 9 quarters. The position peaked at $487K in Q1 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

  • Cetera Investment Advisers reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,742 American Strategic Investment Co shares in Q1 2023, an estimated $53K.
  • Cetera Investment Advisers first reported a position in American Strategic Investment Co in Q4 2020 and held it in 9 quarters.
  • Cetera Investment Advisers's American Strategic Investment Co position peaked at $487K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.