Independent Financial Group’s ADT ADT Stock Holding History

Independent Financial Group’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
2022 Q3	–	Sell	-11,935	Closed	-$73.4K	–	747
2022 Q2	$73.4K	Buy	+11,935	New	+$83.2K	0.01%	689

Other funds holding ADT

AMH

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

MIG

MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

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

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

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

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

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

Independent Financial Group's ADT Position: Q3 2022 in Review

Independent Financial Group sold out of ADT (ADT) in Q3 2022, closing a stake of 11,935 shares — an estimated $73.4K sold.

Independent Financial Group first reported a position in ADT in Q2 2022 and held it in 1 quarter. The position peaked at $73.4K in Q2 2022. 222 funds tracked by Wall St. Rank hold ADT as of Q3 2022.

Independent Financial Group reported no remaining ADT position as of Q3 2022 after selling out during the quarter.
Independent Financial Group sold 11,935 ADT shares in Q3 2022, an estimated $73.4K.
Independent Financial Group first reported a position in ADT in Q2 2022 and held it in 1 quarter.
Independent Financial Group's ADT position peaked at $73.4K in Q2 2022.
222 funds tracked by Wall St. Rank held ADT as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.