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IndexIQ Advisors’s Adtran ADTN Stock Holding History

IndexIQ Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-25,318
Closed -$578K – 1307
2021
Q4 		$578K Sell
25,318
-1,636
-6% -$33.1K 0.02% 474
2021
Q3 		$506K Buy
26,954
+2,700
+11% +$56.8K 0.02% 546
2021
Q2 		$501K Sell
24,254
-41
-0.2% -$792 0.02% 461
2021
Q1 		$405K Buy
+24,295
New +$409K 0.01% 570

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

IndexIQ Advisors's ADTN Position: Q1 2022 in Review

IndexIQ Advisors sold out of Adtran (ADTN) in Q1 2022, closing a stake of 25,318 shares — an estimated $578K sold.

IndexIQ Advisors first reported a position in ADTN in Q1 2021 and held it in 4 quarters. The position peaked at $578K in Q4 2021. 187 funds tracked by Wall St. Rank hold ADTN as of Q1 2022.

  • IndexIQ Advisors reported no remaining Adtran position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 25,318 Adtran shares in Q1 2022, an estimated $578K.
  • IndexIQ Advisors first reported a position in Adtran in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Adtran position peaked at $578K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Adtran as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.