Rise Advisors’s ADT ADT Stock Holding History

Rise Advisors’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
2024 Q4	–	Sell	-209	Closed	-$1.51K	–	1119
2024 Q3	$1.51K	Buy	209 +1	+0.5%	+$7	﹤0.01%	1143
2024 Q2	$1.58K	Buy	208 +2	+1%	+$14	﹤0.01%	1136
2024 Q1	$1.39K	Buy	206 +1	+0.5%	+$7	﹤0.01%	1161
2023 Q4	$1.4K	Buy	205 +1	+0.5%	+$6	﹤0.01%	493
2023 Q3	$1.22K	Buy	204 +1	+0.5%	+$6	﹤0.01%	511
2023 Q2	$1.22K	Buy	203 +1	+0.5%	+$6	﹤0.01%	561
2023 Q1	$1.46K	Buy	202 +1	+0.5%	+$8	﹤0.01%	608
2022 Q4	$1.82K	Buy	201 +1	+0.5%	+$9	﹤0.01%	581
2022 Q3	$1K	Buy	+200	New	+$1.51K	﹤0.01%	589

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Rise Advisors's ADT Position: Q4 2024 in Review

Rise Advisors sold out of ADT (ADT) in Q4 2024, closing a stake of 209 shares — an estimated $1.51K sold.

Rise Advisors first reported a position in ADT in Q3 2022 and held it in 9 quarters. The position peaked at $1.82K in Q4 2022. 316 funds tracked by Wall St. Rank hold ADT as of Q4 2024.

Rise Advisors reported no remaining ADT position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 209 ADT shares in Q4 2024, an estimated $1.51K.
Rise Advisors first reported a position in ADT in Q3 2022 and held it in 9 quarters.
Rise Advisors's ADT position peaked at $1.82K in Q4 2022.
316 funds tracked by Wall St. Rank held ADT as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.