Cetera Investment Advisers
OCCI

Cetera Investment Advisers’s OFS Credit Co OCCI Stock Holding History

Cetera Investment Advisers’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,214
Closed -$80.8K – 3862
2024
Q2 		$80.8K Buy
+11,214
New +$81.9K ﹤0.01% 3550

Other funds holding OCCI

VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

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

Cetera Investment Advisers sold out of OFS Credit Co (OCCI) in Q3 2024, closing a stake of 11,214 shares — an estimated $80.8K sold.

Cetera Investment Advisers first reported a position in OCCI in Q2 2024 and held it in 1 quarter. The position peaked at $80.8K in Q2 2024. 17 funds tracked by Wall St. Rank hold OCCI as of Q3 2024.

  • Cetera Investment Advisers reported no remaining OFS Credit Co position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,214 OFS Credit Co shares in Q3 2024, an estimated $80.8K.
  • Cetera Investment Advisers first reported a position in OFS Credit Co in Q2 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's OFS Credit Co position peaked at $80.8K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held OFS Credit Co as of Q3 2024.

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