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Atlas Private Wealth Management’s Analog Devices ADI Stock Holding History

Atlas Private Wealth Management’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-58
Closed -$7K – 447
2019
Q4 		$7K Buy
+58
New +$6.54K 0.01% 372

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State Street
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Franklin Resources
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Lazard Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's ADI Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of Analog Devices (ADI) in Q1 2020, closing a stake of 58 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in ADI in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 912 funds tracked by Wall St. Rank hold ADI as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining Analog Devices position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 58 Analog Devices shares in Q1 2020, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Analog Devices in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's Analog Devices position peaked at $7K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held Analog Devices as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.