BDO Wealth Advisors’s Adeia ADEA Stock Holding History

BDO Wealth Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,457	Closed	-$9K	–	1016
2022 Q2	$9K	Hold	2,457	–	–	﹤0.01%	692
2022 Q1	$11K	Hold	2,457	–	–	﹤0.01%	713
2021 Q4	$12K	Hold	2,457	–	–	﹤0.01%	706
2021 Q3	$12K	Hold	2,457	–	–	﹤0.01%	694
2021 Q2	$14K	Hold	2,457	–	–	﹤0.01%	691
2021 Q1	$14K	Buy	+2,457	New	+$14.2K	﹤0.01%	669

Other funds holding ADEA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BDO Wealth Advisors's ADEA Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Adeia (ADEA) in Q3 2022, closing a stake of 2,457 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in ADEA in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q2 2021. 200 funds tracked by Wall St. Rank hold ADEA as of Q3 2022.

BDO Wealth Advisors reported no remaining Adeia position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 2,457 Adeia shares in Q3 2022, an estimated $9K.
BDO Wealth Advisors first reported a position in Adeia in Q1 2021 and held it in 6 quarters.
BDO Wealth Advisors's Adeia position peaked at $14K in Q2 2021.
200 funds tracked by Wall St. Rank held Adeia as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.