RWM
ADTH

Ritholtz Wealth Management’s AdTheorent Holding Co ADTH Stock Holding History

Ritholtz Wealth Management’s Portfolio ADTH Stock Details ADTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-77,132
Closed -$248K – 879
2024
Q1 		$248K Buy
+77,132
New +$211K 0.01% 694

Other funds holding ADTH

RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ritholtz Wealth Management's ADTH Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of AdTheorent Holding Co (ADTH) in Q2 2024, closing a stake of 77,132 shares — an estimated $248K sold.

Ritholtz Wealth Management first reported a position in ADTH in Q1 2024 and held it in 1 quarter. The position peaked at $248K in Q1 2024. 2 funds tracked by Wall St. Rank hold ADTH as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining AdTheorent Holding Co position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 77,132 AdTheorent Holding Co shares in Q2 2024, an estimated $248K.
  • Ritholtz Wealth Management first reported a position in AdTheorent Holding Co in Q1 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's AdTheorent Holding Co position peaked at $248K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held AdTheorent Holding Co as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.