Gradient Investments’s ADT ADT Stock Holding History

Gradient Investments’s Portfolio ADT Stock Details ADT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,085	Closed	-$31K	–	314
2024 Q2	$31K	Hold	4,085	–	–	﹤0.01%	564
2024 Q1	$27.5K	Hold	4,085	–	–	﹤0.01%	493
2023 Q4	$27.9K	Hold	4,085	–	–	﹤0.01%	651
2023 Q3	$24.5K	Hold	4,085	–	–	﹤0.01%	639
2023 Q2	$24.6K	Hold	4,085	–	–	﹤0.01%	651
2023 Q1	$29.5K	Hold	4,085	–	–	﹤0.01%	595
2022 Q4	$37.1K	Hold	4,085	–	–	﹤0.01%	564
2022 Q3	$31K	Hold	4,085	–	–	﹤0.01%	568
2022 Q2	$25K	Sell	4,085 -1,900	-32%	-$13.2K	﹤0.01%	599
2022 Q1	$45K	Hold	5,985	–	–	﹤0.01%	492
2021 Q4	$50K	Hold	5,985	–	–	﹤0.01%	482
2021 Q3	$48K	Hold	5,985	–	–	﹤0.01%	480
2021 Q2	$65K	Hold	5,985	–	–	﹤0.01%	434
2021 Q1	$51K	Hold	5,985	–	–	﹤0.01%	461
2020 Q4	$49K	Hold	5,985	–	–	﹤0.01%	406
2020 Q3	$49K	Buy	+5,985	New	+$58.3K	﹤0.01%	409
2019 Q4	–	Sell	-124	Closed	-$1K	–	1087
2019 Q3	$1K	Buy	+124	New	+$703	﹤0.01%	963

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gradient Investments's ADT Position: Q3 2024 in Review

Gradient Investments sold out of ADT (ADT) in Q3 2024, closing a stake of 4,085 shares — an estimated $31K sold.

Gradient Investments first reported a position in ADT in Q3 2019 and held it in 17 quarters. The position peaked at $65K in Q2 2021. 278 funds tracked by Wall St. Rank hold ADT as of Q3 2024.

Gradient Investments reported no remaining ADT position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 4,085 ADT shares in Q3 2024, an estimated $31K.
Gradient Investments first reported a position in ADT in Q3 2019 and held it in 17 quarters.
Gradient Investments's ADT position peaked at $65K in Q2 2021.
278 funds tracked by Wall St. Rank held ADT as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.