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Gateway Wealth Partners’s Adtran ADTN Stock Holding History

Gateway Wealth Partners’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,400
Closed -$204K – 258
2023
Q2 		$204K Buy
+19,400
New +$192K 0.04% 233

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DnB Asset Management
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State Street
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gateway Wealth Partners's ADTN Position: Q3 2023 in Review

Gateway Wealth Partners sold out of Adtran (ADTN) in Q3 2023, closing a stake of 19,400 shares — an estimated $204K sold.

Gateway Wealth Partners first reported a position in ADTN in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 165 funds tracked by Wall St. Rank hold ADTN as of Q3 2023.

  • Gateway Wealth Partners reported no remaining Adtran position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 19,400 Adtran shares in Q3 2023, an estimated $204K.
  • Gateway Wealth Partners first reported a position in Adtran in Q2 2023 and held it in 1 quarter.
  • Gateway Wealth Partners's Adtran position peaked at $204K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Adtran as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.