Lenox Wealth Advisors’s Adtran ADTN Stock Holding History

Lenox Wealth 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	-50	Closed	-$1K	–	752
2021 Q4	$1K	Buy	+50	New	+$1.01K	﹤0.01%	786

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

WHG

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

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

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 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

Lenox Wealth Advisors's ADTN Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Adtran (ADTN) in Q1 2022, closing a stake of 50 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ADTN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 187 funds tracked by Wall St. Rank hold ADTN as of Q1 2022.

Lenox Wealth Advisors reported no remaining Adtran position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 50 Adtran shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Adtran in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Adtran position peaked at $1K in Q4 2021.
187 funds tracked by Wall St. Rank held Adtran as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.