CA
ADT icon

CoreCap Advisors’s ADT ADT Stock Holding History

CoreCap 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
2026
Q2 		$8.25K Buy
1,269
+1,169
+1,169% +$8.02K ﹤0.01% 2133
2026
Q1 		$657 Hold
100
– – ﹤0.01% 2609
2025
Q4 		$807 Sell
100
-985
-91% -$8.19K ﹤0.01% 2627
2025
Q3 		$9.45K Buy
1,085
+5
+0.5% +$43 ﹤0.01% 1960
2025
Q2 		$9.15K Sell
1,080
-114
-10% -$933 ﹤0.01% 1901
2025
Q1 		$9.72K Sell
1,194
-40
-3% -$302 ﹤0.01% 1823
2024
Q4 		$8.53K Sell
1,234
-916
-43% -$6.67K ﹤0.01% 1832
2024
Q3 		$15.5K Buy
2,150
+2,050
+2,050% +$15K ﹤0.01% 1642
2024
Q2 		$760 Hold
100
– – ﹤0.01% 1412
2024
Q1 		$672 Buy
+100
New +$664 ﹤0.01% 2290
2022
Q4 		$5.89K Buy
+649
New +$5.77K ﹤0.01% 1709
2022
Q3 		– Sell
-649
Closed -$4K – 567
2022
Q2 		$4K Buy
+649
New +$4.52K ﹤0.01% 1703
2022
Q1 		– Sell
-124
Closed -$1K – 575
2021
Q4 		$1K Buy
+124
New +$1.06K ﹤0.01% 2030

Other funds holding ADT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return