Buck Wealth Strategies’s Analog Devices ADI Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-2	Closed	-$350	–	70
2023 Q3	$350	Hold	2	–	–	﹤0.01%	350
2023 Q2	$390	Buy	+2	New	+$370	﹤0.01%	265

Other funds holding ADI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Buck Wealth Strategies's ADI Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Analog Devices (ADI) in Q4 2023, closing a stake of 2 shares — an estimated $350 sold.

Buck Wealth Strategies first reported a position in ADI in Q2 2023 and held it in 2 quarters. The position peaked at $390 in Q2 2023. 1,580 funds tracked by Wall St. Rank hold ADI as of Q4 2023.

Buck Wealth Strategies reported no remaining Analog Devices position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 2 Analog Devices shares in Q4 2023, an estimated $350.
Buck Wealth Strategies first reported a position in Analog Devices in Q2 2023 and held it in 2 quarters.
Buck Wealth Strategies's Analog Devices position peaked at $390 in Q2 2023.
1,580 funds tracked by Wall St. Rank held Analog Devices as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.