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EnRich Financial Partners’s Analog Devices ADI Stock Holding History

EnRich Financial Partners’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
2024
Q3 		– Sell
-216
Closed -$49.3K – 226
2024
Q2 		$49.3K Buy
+216
New +$46.1K 0.02% 107

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EnRich Financial Partners's ADI Position: Q3 2024 in Review

EnRich Financial Partners sold out of Analog Devices (ADI) in Q3 2024, closing a stake of 216 shares — an estimated $49.3K sold.

EnRich Financial Partners first reported a position in ADI in Q2 2024 and held it in 1 quarter. The position peaked at $49.3K in Q2 2024. 1,661 funds tracked by Wall St. Rank hold ADI as of Q3 2024.

  • EnRich Financial Partners reported no remaining Analog Devices position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 216 Analog Devices shares in Q3 2024, an estimated $49.3K.
  • EnRich Financial Partners first reported a position in Analog Devices in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Analog Devices position peaked at $49.3K in Q2 2024.
  • 1,661 funds tracked by Wall St. Rank held Analog Devices as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.