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CSat Investment Advisory’s ADT ADT Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-3,170
Closed -$26K – 528
2020
Q3 		$26K Buy
3,170
+431
+16% +$4.2K ﹤0.01% 793
2020
Q2 		$22K Sell
2,739
-20
-0.7% -$129 ﹤0.01% 803
2020
Q1 		$12K Buy
2,759
+476
+21% +$2.88K ﹤0.01% 847
2019
Q4 		$18K Buy
2,283
+438
+24% +$3.46K ﹤0.01% 814
2019
Q3 		$12K Buy
1,845
+262
+17% +$1.49K ﹤0.01% 848
2019
Q2 		$10K Buy
+1,583
New +$10.1K ﹤0.01% 866

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

CSat Investment Advisory's ADT Position: Q4 2020 in Review

CSat Investment Advisory sold out of ADT (ADT) in Q4 2020, closing a stake of 3,170 shares — an estimated $26K sold.

CSat Investment Advisory first reported a position in ADT in Q2 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2020. 200 funds tracked by Wall St. Rank hold ADT as of Q4 2020.

  • CSat Investment Advisory reported no remaining ADT position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 3,170 ADT shares in Q4 2020, an estimated $26K.
  • CSat Investment Advisory first reported a position in ADT in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's ADT position peaked at $26K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held ADT as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.