OIA
IOTS

Optimum Investment Advisors’s Adesto Technologies Corp IOTS Stock Holding History

Optimum Investment Advisors’s Portfolio IOTS Stock Details IOTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$2K – 1042
2019
Q2 		$2K Hold
300
– – ﹤0.01% 902
2019
Q1 		$2K Hold
300
– – ﹤0.01% 964
2018
Q4 		$1K Sell
300
-5,000
-94% -$23.9K ﹤0.01% 948
2018
Q3 		$32K Sell
5,300
-11,000
-67% -$65.5K 0.01% 642
2018
Q2 		$137K Buy
16,300
+6,000
+58% +$52.5K 0.04% 353
2018
Q1 		$76K Buy
+10,300
New +$69.8K 0.02% 454

Other funds holding IOTS

NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Optimum Investment Advisors's IOTS Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Adesto Technologies Corp (IOTS) in Q3 2019, closing a stake of 300 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in IOTS in Q1 2018 and held it in 6 quarters. The position peaked at $137K in Q2 2018. 94 funds tracked by Wall St. Rank hold IOTS as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Adesto Technologies Corp position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Adesto Technologies Corp shares in Q3 2019, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Adesto Technologies Corp in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Adesto Technologies Corp position peaked at $137K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held Adesto Technologies Corp as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.