MBM Wealth Consultants’s ADT ADT Stock Holding History

MBM Wealth Consultants’s Portfolio ADT Stock Details ADT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$1K	–	266
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	258
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	277
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	265
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	264
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	247
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	234
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	211
2020 Q3	$2K	Buy	+200	New	+$1.95K	﹤0.01%	200

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

MIG

MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

MBM Wealth Consultants's ADT Position: Q3 2022 in Review

MBM Wealth Consultants sold out of ADT (ADT) in Q3 2022, closing a stake of 200 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in ADT in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 222 funds tracked by Wall St. Rank hold ADT as of Q3 2022.

MBM Wealth Consultants reported no remaining ADT position as of Q3 2022 after selling out during the quarter.
MBM Wealth Consultants sold 200 ADT shares in Q3 2022, an estimated $1K.
MBM Wealth Consultants first reported a position in ADT in Q3 2020 and held it in 8 quarters.
MBM Wealth Consultants's ADT position peaked at $2K in Q1 2022.
222 funds tracked by Wall St. Rank held ADT as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.