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Redwood Wealth Management Group’s Adtran ADTN Stock Holding History

Redwood Wealth Management Group’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,000
Closed -$10.5K – 174
2024
Q2 		$10.5K Buy
+2,000
New +$10.2K 0.01% 570

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Redwood Wealth Management Group's ADTN Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Adtran (ADTN) in Q3 2024, closing a stake of 2,000 shares — an estimated $10.5K sold.

Redwood Wealth Management Group first reported a position in ADTN in Q2 2024 and held it in 1 quarter. The position peaked at $10.5K in Q2 2024. 152 funds tracked by Wall St. Rank hold ADTN as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Adtran position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,000 Adtran shares in Q3 2024, an estimated $10.5K.
  • Redwood Wealth Management Group first reported a position in Adtran in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Adtran position peaked at $10.5K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Adtran as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.