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Sargent Bickham Lagudis’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Sargent Bickham Lagudis’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
2020
Q1 		– Sell
-72
Closed -$4K – 767
2019
Q4 		$4K Hold
72
– – ﹤0.01% 708
2019
Q3 		$3K Buy
72
+1
+1% +$50 ﹤0.01% 652
2019
Q2 		$4K Hold
71
– – ﹤0.01% 670
2019
Q1 		$3K Buy
+71
New +$3.15K ﹤0.01% 721

Other funds holding AADR

SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sargent Bickham Lagudis's AADR Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2020, closing a stake of 72 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in AADR in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 26 funds tracked by Wall St. Rank hold AADR as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 72 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2020, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2019 and held it in 4 quarters.
  • Sargent Bickham Lagudis's AdvisorShares Dorsey Wright ADR ETF position peaked at $4K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.