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Lowe Wealth Advisors’s Analog Devices ADI Stock Holding History

Lowe Wealth Advisors’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20
Closed -$2K – 261
2020
Q1 		$2K Sell
20
-25
-56% -$2.73K ﹤0.01% 225
2019
Q4 		$5K Hold
45
– – ﹤0.01% 197
2019
Q3 		$5K Buy
+45
New +$5.09K ﹤0.01% 190

Other funds holding ADI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Wealth Advisors's ADI Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Analog Devices (ADI) in Q2 2020, closing a stake of 20 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in ADI in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 967 funds tracked by Wall St. Rank hold ADI as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining Analog Devices position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 20 Analog Devices shares in Q2 2020, an estimated $2K.
  • Lowe Wealth Advisors first reported a position in Analog Devices in Q3 2019 and held it in 3 quarters.
  • Lowe Wealth Advisors's Analog Devices position peaked at $5K in Q4 2019.
  • 967 funds tracked by Wall St. Rank held Analog Devices as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.