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Gupta Wealth Management’s Adeia ADEA Stock Holding History

Gupta Wealth 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
2016
Q1 		$1K Hold
117
– – ﹤0.01% 1099
2015
Q4 		$1K Hold
117
– – ﹤0.01% 1166
2015
Q3 		$1K Sell
117
-291
-71% -$2.67K ﹤0.01% 1177
2015
Q2 		$4K Buy
408
+291
+249% +$2.98K ﹤0.01% 1034
2015
Q1 		$1K Buy
+117
New +$1.2K ﹤0.01% 1076

Other funds holding ADEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's ADEA Position: Q1 2016 in Review

Gupta Wealth Management held its Adeia (ADEA) position steady in Q1 2016 at 117 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Gupta Wealth Management first reported a position in ADEA in Q1 2015 and has held it in 5 quarters since. The position peaked at $4K in Q2 2015. 230 funds tracked by Wall St. Rank hold ADEA as of Q1 2016.

  • Gupta Wealth Management held 117 shares of Adeia worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Adeia share count unchanged in Q1 2016.
  • Adeia made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1099 holding.
  • Gupta Wealth Management first reported a position in Adeia in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Adeia position peaked at $4K in Q2 2015.
  • 230 funds tracked by Wall St. Rank held Adeia as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.