Cetera Investment Advisers
SRXH

Cetera Investment Advisers’s SRX Global SRXH Stock Holding History

Cetera Investment Advisers’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$6.11K – 2212
2023
Q1 		$6.11K Hold
8
– – ﹤0.01% 2145
2022
Q4 		$8.89K Buy
+8
New +$13.1K ﹤0.01% 2082

Other funds holding SRXH

MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cetera Investment Advisers's SRXH Position: Q2 2023 in Review

Cetera Investment Advisers sold out of SRX Global (SRXH) in Q2 2023, closing a stake of 8 shares — an estimated $6.11K sold.

Cetera Investment Advisers first reported a position in SRXH in Q4 2022 and held it in 2 quarters. The position peaked at $8.89K in Q4 2022. 20 funds tracked by Wall St. Rank hold SRXH as of Q2 2023.

  • Cetera Investment Advisers reported no remaining SRX Global position as of Q2 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 8 SRX Global shares in Q2 2023, an estimated $6.11K.
  • Cetera Investment Advisers first reported a position in SRX Global in Q4 2022 and held it in 2 quarters.
  • Cetera Investment Advisers's SRX Global position peaked at $8.89K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held SRX Global as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.