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IHT Wealth Management’s Adeia ADEA Stock Holding History

IHT 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
2018
Q2 		– Sell
-1,077
Closed -$6K – 419
2018
Q1 		$6K Sell
1,077
-303
-22% -$1.81K ﹤0.01% 1292
2017
Q4 		$9K Buy
1,380
+4
+0.3% +$23 ﹤0.01% 1215
2017
Q3 		$10K Hold
1,376
– – ﹤0.01% 954
2017
Q2 		$13K Hold
1,376
– – 0.01% 876
2017
Q1 		$12K Hold
1,376
– – 0.01% 772
2016
Q4 		$16K Buy
+1,376
New +$14.6K 0.01% 691

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

IHT Wealth Management's ADEA Position: Q2 2018 in Review

IHT Wealth Management sold out of Adeia (ADEA) in Q2 2018, closing a stake of 1,077 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in ADEA in Q4 2016 and held it in 6 quarters. The position peaked at $16K in Q4 2016. 161 funds tracked by Wall St. Rank hold ADEA as of Q2 2018.

  • IHT Wealth Management reported no remaining Adeia position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,077 Adeia shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in Adeia in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Adeia position peaked at $16K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Adeia as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.