Investors Research Corp’s Adtran ADTN Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-1,500	Closed	-$26K	–	1081
2022 Q2	$26K	Hold	1,500	–	–	0.01%	600
2022 Q1	$28K	Hold	1,500	–	–	0.01%	596
2021 Q4	$34K	Hold	1,500	–	–	0.01%	573
2021 Q3	$28K	Sell	1,500 -3,000	-67%	-$63.1K	0.01%	611
2021 Q2	$93K	Hold	4,500	–	–	0.03%	418
2021 Q1	$75K	Hold	4,500	–	–	0.03%	434
2020 Q4	$66K	Hold	4,500	–	–	0.03%	482
2020 Q3	$46K	Hold	4,500	–	–	0.02%	518
2020 Q2	$49K	Hold	4,500	–	–	0.02%	491
2020 Q1	$35K	Hold	4,500	–	–	0.02%	496
2019 Q4	$45K	Hold	4,500	–	–	0.02%	533
2019 Q3	$51K	Hold	4,500	–	–	0.03%	506
2019 Q2	$69K	Hold	4,500	–	–	0.04%	454
2019 Q1	$62K	Buy	+4,500	New	+$62.2K	0.03%	473

Other funds holding ADTN

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

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investors Research Corp's ADTN Position: Q3 2022 in Review

Investors Research Corp sold out of Adtran (ADTN) in Q3 2022, closing a stake of 1,500 shares — an estimated $26K sold.

Investors Research Corp first reported a position in ADTN in Q1 2019 and held it in 14 quarters. The position peaked at $93K in Q2 2021. 187 funds tracked by Wall St. Rank hold ADTN as of Q3 2022.

Investors Research Corp reported no remaining Adtran position as of Q3 2022 after selling out during the quarter.
Investors Research Corp sold 1,500 Adtran shares in Q3 2022, an estimated $26K.
Investors Research Corp first reported a position in Adtran in Q1 2019 and held it in 14 quarters.
Investors Research Corp's Adtran position peaked at $93K in Q2 2021.
187 funds tracked by Wall St. Rank held Adtran as of Q3 2022.

Based on Investors Research Corp's 13F filing for Q3 2022, filed 10 Nov 2022.