Kowal Investment Group’s Adtran ADTN Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-1	Closed	–	–	124
2021 Q3	$0	Buy	+1	New	+$21	﹤0.01%	901

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Kowal Investment Group's ADTN Position: Q4 2021 in Review

Kowal Investment Group sold out of Adtran (ADTN) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in ADTN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 183 funds tracked by Wall St. Rank hold ADTN as of Q4 2021.

Kowal Investment Group reported no remaining Adtran position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 1 Adtran share in Q4 2021.
Kowal Investment Group first reported a position in Adtran in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Adtran position peaked at $0 in Q3 2021.
183 funds tracked by Wall St. Rank held Adtran as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.