River Wealth Advisors’s Analog Devices ADI Stock Holding History

River Wealth Advisors’s Portfolio ADI Stock Details ADI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-60	Closed	-$5K	–	156
2018 Q4	$5K	Hold	60	–	–	﹤0.01%	465
2018 Q3	$6K	Sell	60 -127	-68%	-$12.2K	﹤0.01%	483
2018 Q2	$18K	Buy	+187	New	+$17.7K	0.01%	369

Other funds holding ADI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

River Wealth Advisors's ADI Position: Q1 2019 in Review

River Wealth Advisors sold out of Analog Devices (ADI) in Q1 2019, closing a stake of 60 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in ADI in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 930 funds tracked by Wall St. Rank hold ADI as of Q1 2019.

River Wealth Advisors reported no remaining Analog Devices position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 60 Analog Devices shares in Q1 2019, an estimated $5K.
River Wealth Advisors first reported a position in Analog Devices in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Analog Devices position peaked at $18K in Q2 2018.
930 funds tracked by Wall St. Rank held Analog Devices as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.