MFA
ADTH

McClarren Financial Advisors’s AdTheorent Holding Co ADTH Stock Holding History

McClarren Financial Advisors’s Portfolio ADTH Stock Details ADTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$1K – 384
2024
Q1 		$1K Hold
20
– – ﹤0.01% 350
2023
Q4 		$0 Buy
+20
New +$25 ﹤0.01% 429

Other funds holding ADTH

RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

McClarren Financial Advisors's ADTH Position: Q2 2024 in Review

McClarren Financial Advisors sold out of AdTheorent Holding Co (ADTH) in Q2 2024, closing a stake of 20 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in ADTH in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 2 funds tracked by Wall St. Rank hold ADTH as of Q2 2024.

  • McClarren Financial Advisors reported no remaining AdTheorent Holding Co position as of Q2 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 20 AdTheorent Holding Co shares in Q2 2024, an estimated $1K.
  • McClarren Financial Advisors first reported a position in AdTheorent Holding Co in Q4 2023 and held it in 2 quarters.
  • McClarren Financial Advisors's AdTheorent Holding Co position peaked at $1K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held AdTheorent Holding Co as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.