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Baron Silver Stevens Financial Advisors’s Analog Devices ADI Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-9
Closed -$1K – 55
2020
Q4 		$1K Buy
+9
New +$1.19K ﹤0.01% 426

Other funds holding ADI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ADI Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Analog Devices (ADI) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in ADI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 1,126 funds tracked by Wall St. Rank hold ADI as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Analog Devices position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 9 Analog Devices shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Analog Devices in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Analog Devices position peaked at $1K in Q4 2020.
  • 1,126 funds tracked by Wall St. Rank held Analog Devices as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.