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First Personal Financial Services’s Adeia ADEA Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-1,433
Closed -$8K – 653
2018
Q1 		$8K Buy
1,433
+4
+0.3% +$24 ﹤0.01% 832
2017
Q4 		$9K Hold
1,429
– – ﹤0.01% 793
2017
Q3 		$10K Buy
1,429
+238
+20% +$1.75K ﹤0.01% 699
2017
Q2 		$9K Sell
1,191
-325
-21% -$2.74K ﹤0.01% 726
2017
Q1 		$14K Buy
1,516
+46
+3% +$495 ﹤0.01% 632
2016
Q4 		$17K Sell
1,470
-12
-0.8% -$127 ﹤0.01% 576
2016
Q3 		$15K Hold
1,482
– – ﹤0.01% 484
2016
Q2 		$12K Buy
+1,482
New +$12K ﹤0.01% 516

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DRZID
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Dimensional Fund Advisors
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DCM
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GT
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State Street
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EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return