Clear Perspective Advisors’s Analog Devices ADI Stock Holding History

Clear Perspective 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 Q4	$254K	Sell	1,445 -10	-0.7%	-$1.77K	0.08%	153
2021 Q3	$244K	Hold	1,455	–	–	0.08%	146
2021 Q2	$250K	Hold	1,455	–	–	0.09%	145
2021 Q1	$226K	Hold	1,455	–	–	0.09%	145
2020 Q4	$215K	Buy	+1,455	New	+$193K	0.09%	136
2018 Q3	–	Sell	-1,551	Closed	-$149K	–	146
2018 Q2	$149K	Sell	1,551 -390	-20%	-$36.8K	0.1%	164
2018 Q1	$177K	Buy	1,941 +211	+12%	+$19.2K	0.13%	141
2017 Q4	$154K	Buy	1,730 +216	+14%	+$19.1K	0.12%	157
2017 Q3	$130K	Buy	1,514 +1,476	+3,884%	+$119K	0.11%	164
2017 Q2	$3K	Hold	38	–	–	﹤0.01%	409
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	366
2016 Q4	$3K	Buy	+38	New	+$2.58K	﹤0.01%	359

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspective Advisors's ADI Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Analog Devices (ADI) stake by 0.69% in Q4 2021, selling an estimated $1.77K and leaving 1,445 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #153.

Clear Perspective Advisors first reported a position in ADI in Q4 2016 and has held it in 12 quarters since. 1,387 funds tracked by Wall St. Rank hold ADI as of Q4 2021.

Clear Perspective Advisors held 1,445 shares of Analog Devices worth $254K as of Q4 2021.
Clear Perspective Advisors sold 10 Analog Devices shares in Q4 2021, an estimated $1.77K.
Analog Devices made up 0.08% of Clear Perspective Advisors's portfolio in Q4 2021, its #153 holding.
Clear Perspective Advisors first reported a position in Analog Devices in Q4 2016 and has held it in 12 quarters since.
1,387 funds tracked by Wall St. Rank held Analog Devices as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.