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Newbridge Financial Services Group’s ADS-TEC Energy ADSE Stock Holding History

Newbridge Financial Services Group’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,000
Closed -$19.2K – 1286
2023
Q2 		$19.2K Hold
3,000
– – 0.01% 710
2023
Q1 		$8.1K Hold
3,000
– – ﹤0.01% 959
2022
Q4 		$9.36K Hold
3,000
– – 0.01% 925
2022
Q3 		$22K Hold
3,000
– – 0.01% 664
2022
Q2 		$20K Buy
+3,000
New +$19.4K 0.01% 651

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KC
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Geode Capital Management
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Mercer Global Advisors
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AAM
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Osaic Holdings
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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
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Newbridge Financial Services Group's ADSE Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of ADS-TEC Energy (ADSE) in Q3 2023, closing a stake of 3,000 shares — an estimated $19.2K sold.

Newbridge Financial Services Group first reported a position in ADSE in Q2 2022 and held it in 5 quarters. The position peaked at $22K in Q3 2022. 9 funds tracked by Wall St. Rank hold ADSE as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining ADS-TEC Energy position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,000 ADS-TEC Energy shares in Q3 2023, an estimated $19.2K.
  • Newbridge Financial Services Group first reported a position in ADS-TEC Energy in Q2 2022 and held it in 5 quarters.
  • Newbridge Financial Services Group's ADS-TEC Energy position peaked at $22K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.