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Financial Gravity Asset Management’s Adeia ADEA Stock Holding History

Financial Gravity Asset Management’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$20 – 1122
2022
Q4 		$20 Buy
+9
New +$92 ﹤0.01% 1314
2019
Q4 		– Sell
-465
Closed -$3K – 1367
2019
Q3 		$3K Sell
465
-19
-4% -$102 ﹤0.01% 770
2019
Q2 		$3K Sell
484
-737
-60% -$4.43K ﹤0.01% 762
2019
Q1 		$8K Buy
+1,221
New +$7.17K 0.01% 586
2018
Q3 		$2K Buy
507
+80
+19% +$340 ﹤0.01% 915
2018
Q2 		$2K Buy
427
+136
+47% +$734 ﹤0.01% 946
2018
Q1 		$2K Buy
+291
New +$1.73K ﹤0.01% 918

Other funds holding ADEA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return