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Heritage Wealth Advisors’s Adeia ADEA Stock Holding History

Heritage Wealth Advisors’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
2020
Q4 		– Sell
-5,160
Closed -$15.7K – 538
2020
Q3 		$15.7K Hold
5,160
– – ﹤0.01% 378
2020
Q2 		$20.1K Buy
+5,160
New +$19.5K ﹤0.01% 334

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Heritage Wealth Advisors's ADEA Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Adeia (ADEA) in Q4 2020, closing a stake of 5,160 shares — an estimated $15.7K sold.

Heritage Wealth Advisors first reported a position in ADEA in Q2 2020 and held it in 2 quarters. The position peaked at $20.1K in Q2 2020. 213 funds tracked by Wall St. Rank hold ADEA as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Adeia position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5,160 Adeia shares in Q4 2020, an estimated $15.7K.
  • Heritage Wealth Advisors first reported a position in Adeia in Q2 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Adeia position peaked at $20.1K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Adeia as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.