GWM
ADAM

Gitterman Wealth Management’s Adamas Trust ADAM Stock Holding History

Gitterman Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,492
Closed -$87K – 106
2022
Q4 		$87K Hold
8,492
– – 0.04% 78
2022
Q3 		$79K Hold
8,492
– – 0.08% 69
2022
Q2 		$94K Hold
8,492
– – 0.09% 72
2022
Q1 		$124K Hold
8,492
– – 0.1% 94
2021
Q4 		$126K Hold
8,492
– – 0.09% 91
2021
Q3 		$145K Hold
8,492
– – 0.12% 69
2021
Q2 		$152K Hold
8,492
– – 0.12% 71
2021
Q1 		$152K Buy
+8,492
New +$140K 0.1% 62

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gitterman Wealth Management's ADAM Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Adamas Trust (ADAM) in Q1 2023, closing a stake of 8,492 shares — an estimated $87K sold.

Gitterman Wealth Management first reported a position in ADAM in Q1 2021 and held it in 8 quarters. The position peaked at $152K in Q2 2021. 161 funds tracked by Wall St. Rank hold ADAM as of Q1 2023.

  • Gitterman Wealth Management reported no remaining Adamas Trust position as of Q1 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 8,492 Adamas Trust shares in Q1 2023, an estimated $87K.
  • Gitterman Wealth Management first reported a position in Adamas Trust in Q1 2021 and held it in 8 quarters.
  • Gitterman Wealth Management's Adamas Trust position peaked at $152K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.