Cetera Investment Advisers
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Cetera Investment Advisers’s VOC Energy VOC Stock Holding History

Cetera Investment Advisers’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,889
Closed -$95.7K – 3917
2024
Q2 		$95.7K Sell
19,889
-560
-3% -$3.14K ﹤0.01% 3517
2024
Q1 		$124K Buy
+20,449
New +$137K ﹤0.01% 3456

Other funds holding VOC

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cetera Investment Advisers sold out of VOC Energy (VOC) in Q3 2024, closing a stake of 19,889 shares — an estimated $95.7K sold.

Cetera Investment Advisers first reported a position in VOC in Q1 2024 and held it in 2 quarters. The position peaked at $124K in Q1 2024. 17 funds tracked by Wall St. Rank hold VOC as of Q3 2024.

  • Cetera Investment Advisers reported no remaining VOC Energy position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 19,889 VOC Energy shares in Q3 2024, an estimated $95.7K.
  • Cetera Investment Advisers first reported a position in VOC Energy in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's VOC Energy position peaked at $124K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held VOC Energy as of Q3 2024.

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