Cetera Investment Advisers
PFIE

Cetera Investment Advisers’s Profire Energy, Inc PFIE Stock Holding History

Cetera Investment Advisers’s Portfolio PFIE Stock Details PFIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-68,170
Closed -$83.8K – 2319
2023
Q2 		$83.8K Buy
68,170
+23,905
+54% +$29.7K ﹤0.01% 2100
2023
Q1 		$54.9K Hold
44,265
– – ﹤0.01% 2088
2022
Q4 		$46.9K Buy
+44,265
New +$45.1K ﹤0.01% 2035

Other funds holding PFIE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

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

Cetera Investment Advisers sold out of Profire Energy, Inc (PFIE) in Q3 2023, closing a stake of 68,170 shares — an estimated $83.8K sold.

Cetera Investment Advisers first reported a position in PFIE in Q4 2022 and held it in 3 quarters. The position peaked at $83.8K in Q2 2023. 67 funds tracked by Wall St. Rank hold PFIE as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Profire Energy, Inc position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 68,170 Profire Energy, Inc shares in Q3 2023, an estimated $83.8K.
  • Cetera Investment Advisers first reported a position in Profire Energy, Inc in Q4 2022 and held it in 3 quarters.
  • Cetera Investment Advisers's Profire Energy, Inc position peaked at $83.8K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q3 2023.

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