BWA
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BDO Wealth Advisors’s ADT ADT Stock Holding History

BDO Wealth Advisors’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
2022
Q1 		– Sell
-63
Closed -$1K – 1054
2021
Q4 		$1K Buy
+63
New +$537 ﹤0.01% 975

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

BDO Wealth Advisors's ADT Position: Q1 2022 in Review

BDO Wealth Advisors sold out of ADT (ADT) in Q1 2022, closing a stake of 63 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in ADT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 188 funds tracked by Wall St. Rank hold ADT as of Q1 2022.

  • BDO Wealth Advisors reported no remaining ADT position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 63 ADT shares in Q1 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in ADT in Q4 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's ADT position peaked at $1K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held ADT as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.