Parallel Advisors
AADR icon

Parallel Advisors’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Parallel Advisors’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-483
Closed -$21K – 3342
2022
Q3 		$21K Buy
+483
New +$23.7K ﹤0.01% 1654

Other funds holding AADR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Parallel Advisors's AADR Position: Q4 2022 in Review

Parallel Advisors sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2022, closing a stake of 483 shares — an estimated $21K sold.

Parallel Advisors first reported a position in AADR in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 27 funds tracked by Wall St. Rank hold AADR as of Q4 2022.

  • Parallel Advisors reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 483 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2022, an estimated $21K.
  • Parallel Advisors first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q3 2022 and held it in 1 quarter.
  • Parallel Advisors's AdvisorShares Dorsey Wright ADR ETF position peaked at $21K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.