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Sendero Wealth Management’s CTS Corp CTS Stock Holding History

Sendero Wealth Management’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$348K Sell
7,279
-108
-1% -$5.42K 0.04% 176
2025
Q4 		$317K Buy
7,387
+108
+1% +$4.53K 0.04% 178
2025
Q3 		$291K Hold
7,279
– – 0.03% 171
2025
Q2 		$310K Hold
7,279
– – 0.04% 169
2025
Q1 		$302K Buy
7,279
+1,081
+17% +$50.6K 0.04% 157
2024
Q4 		$327K Hold
6,198
– – 0.05% 147
2024
Q3 		$300K Hold
6,198
– – 0.05% 146
2024
Q2 		$314K Hold
6,198
– – 0.05% 139
2024
Q1 		$290K Hold
6,198
– – 0.05% 145
2023
Q4 		$271K Buy
6,198
+600
+11% +$24.2K 0.05% 139
2023
Q3 		$234K Buy
+5,598
New +$241K 0.05% 145

Other funds holding CTS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return