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Atria Wealth Solutions’s ADT ADT Stock Holding History

Atria Wealth Solutions’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,887
Closed -$126K – 1853
2022
Q4 		$126K Sell
13,887
-3,221
-19% -$28.6K ﹤0.01% 1679
2022
Q3 		$129K Buy
17,108
+203
+1% +$1.53K ﹤0.01% 1608
2022
Q2 		$105K Buy
+16,905
New +$118K ﹤0.01% 1524

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's ADT Position: Q1 2023 in Review

Atria Wealth Solutions sold out of ADT (ADT) in Q1 2023, closing a stake of 13,887 shares — an estimated $126K sold.

Atria Wealth Solutions first reported a position in ADT in Q2 2022 and held it in 3 quarters. The position peaked at $129K in Q3 2022. 221 funds tracked by Wall St. Rank hold ADT as of Q1 2023.

  • Atria Wealth Solutions reported no remaining ADT position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,887 ADT shares in Q1 2023, an estimated $126K.
  • Atria Wealth Solutions first reported a position in ADT in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's ADT position peaked at $129K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held ADT as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.