Cetera Investment Advisers
WK icon

Cetera Investment Advisers’s Workiva WK Stock Holding History

Cetera Investment Advisers’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,776
Closed -$1.62M – 4982
2025
Q4 		$1.62M Sell
18,776
-1,252
-6% -$111K ﹤0.01% 2401
2025
Q3 		$1.72M Buy
20,028
+1,980
+11% +$149K ﹤0.01% 2307
2025
Q2 		$1.24M Sell
18,048
-105
-0.6% -$7.22K ﹤0.01% 2196
2025
Q1 		$1.38M Sell
18,153
-56
-0.3% -$5.29K ﹤0.01% 2016
2024
Q4 		$1.99M Sell
18,209
-414
-2% -$38.2K ﹤0.01% 1663
2024
Q3 		$1.47M Sell
18,623
-1,037
-5% -$77.9K ﹤0.01% 1827
2024
Q2 		$1.43M Buy
19,660
+445
+2% +$35K ﹤0.01% 1815
2024
Q1 		$1.63M Buy
+19,215
New +$1.73M ﹤0.01% 1707

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return