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Paragon Financial Partners’s ADT ADT Stock Holding History

Paragon Financial Partners’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,000
Closed -$102K – 80
2023
Q3 		$102K Hold
17,000
– – 0.11% 82
2023
Q2 		$103K Hold
17,000
– – 0.1% 84
2023
Q1 		$123K Buy
+17,000
New +$139K 0.13% 83

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MIG
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Paragon Financial Partners's ADT Position: Q4 2023 in Review

Paragon Financial Partners sold out of ADT (ADT) in Q4 2023, closing a stake of 17,000 shares — an estimated $102K sold.

Paragon Financial Partners first reported a position in ADT in Q1 2023 and held it in 3 quarters. The position peaked at $123K in Q1 2023. 225 funds tracked by Wall St. Rank hold ADT as of Q4 2023.

  • Paragon Financial Partners reported no remaining ADT position as of Q4 2023 after selling out during the quarter.
  • Paragon Financial Partners sold 17,000 ADT shares in Q4 2023, an estimated $102K.
  • Paragon Financial Partners first reported a position in ADT in Q1 2023 and held it in 3 quarters.
  • Paragon Financial Partners's ADT position peaked at $123K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held ADT as of Q4 2023.

Based on Paragon Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.