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MKD Wealth Coaches’s Analog Devices ADI Stock Holding History

MKD Wealth Coaches’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
2021
Q4 		$164K Buy
+932
New +$165K 0.22% 30
2019
Q3 		– Sell
-630
Closed -$1K – 54
2019
Q2 		$1K Buy
+630
New +$68.2K ﹤0.01% 190

Other funds holding ADI

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MKD Wealth Coaches's ADI Position: Q4 2021 in Review

MKD Wealth Coaches opened a new position in Analog Devices (ADI) in Q4 2021: 932 shares worth $164K. The stake represents 0.22% of the portfolio and ranks #30 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in ADI as recently as Q2 2019.

MKD Wealth Coaches first reported a position in ADI in Q2 2019 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold ADI as of Q4 2021.

  • MKD Wealth Coaches held 932 shares of Analog Devices worth $164K as of Q4 2021.
  • Analog Devices was a new MKD Wealth Coaches position in Q4 2021.
  • Analog Devices made up 0.22% of MKD Wealth Coaches's portfolio in Q4 2021, its #30 holding.
  • MKD Wealth Coaches first reported a position in Analog Devices in Q2 2019 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Analog Devices as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.