CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ADS-TEC Energy ADSE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$3K – 2088
2022
Q2 		$3K Hold
500
– – ﹤0.01% 4273
2022
Q1 		$4K Hold
500
– – ﹤0.01% 4224
2021
Q4 		$5K Buy
+500
New +$4.67K ﹤0.01% 4044

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CAPTRUST Financial Advisors's ADSE Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of ADS-TEC Energy (ADSE) in Q3 2022, closing a stake of 500 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in ADSE in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 20 funds tracked by Wall St. Rank hold ADSE as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining ADS-TEC Energy position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 500 ADS-TEC Energy shares in Q3 2022, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in ADS-TEC Energy in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's ADS-TEC Energy position peaked at $5K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.