Cetera Investment Advisers
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Cetera Investment Advisers’s PDS Biotechnology PDSB Stock Holding History

Cetera Investment Advisers’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,315
Closed -$61.9K – 2276
2023
Q2 		$61.9K Sell
12,315
-5,050
-29% -$33.1K ﹤0.01% 2112
2023
Q1 		$107K Buy
+17,365
New +$142K ﹤0.01% 2058
2022
Q3 		– Sell
-10,865
Closed -$40K – 1841
2022
Q2 		$40K Sell
10,865
-2,500
-19% -$11.9K ﹤0.01% 1778
2022
Q1 		$83K Sell
13,365
-2,850
-18% -$17.7K ﹤0.01% 1812
2021
Q4 		$131K Sell
16,215
-2,900
-15% -$31.2K ﹤0.01% 1774
2021
Q3 		$285K Buy
+19,115
New +$238K ﹤0.01% 1471
2021
Q2 		– Sell
-10,500
Closed -$48K – 1816
2021
Q1 		$48K Buy
+10,500
New +$42.3K ﹤0.01% 1583

Other funds holding PDSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers's PDSB Position: Q3 2023 in Review

Cetera Investment Advisers sold out of PDS Biotechnology (PDSB) in Q3 2023, closing a stake of 12,315 shares — an estimated $61.9K sold.

Cetera Investment Advisers first reported a position in PDSB in Q1 2021 and held it in 7 quarters. The position peaked at $285K in Q3 2021. 78 funds tracked by Wall St. Rank hold PDSB as of Q3 2023.

  • Cetera Investment Advisers reported no remaining PDS Biotechnology position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,315 PDS Biotechnology shares in Q3 2023, an estimated $61.9K.
  • Cetera Investment Advisers first reported a position in PDS Biotechnology in Q1 2021 and held it in 7 quarters.
  • Cetera Investment Advisers's PDS Biotechnology position peaked at $285K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.