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MPS Loria Financial Planners’s Analog Devices ADI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-51
Closed -$7K – 89
2021
Q1 		$7K Hold
51
– – ﹤0.01% 317
2020
Q4 		$7K Buy
51
+28
+122% +$3.71K ﹤0.01% 321
2020
Q3 		$3K Hold
23
– – ﹤0.01% 285
2020
Q2 		$3K Buy
+23
New +$2.53K ﹤0.01% 292
2017
Q3 		– Sell
-23
Closed -$2K – 75
2017
Q2 		$2K Buy
+23
New +$1.83K ﹤0.01% 352

Other funds holding ADI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's ADI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Analog Devices (ADI) in Q2 2021, closing a stake of 51 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in ADI in Q2 2017 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 1,148 funds tracked by Wall St. Rank hold ADI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Analog Devices position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 51 Analog Devices shares in Q2 2021, an estimated $7K.
  • MPS Loria Financial Planners first reported a position in Analog Devices in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Analog Devices position peaked at $7K in Q1 2021.
  • 1,148 funds tracked by Wall St. Rank held Analog Devices as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.