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Schechter Investment Advisors’s ADT ADT Stock Holding History

Schechter Investment 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
2023
Q2 		– Sell
-19,306
Closed -$140K – 674
2023
Q1 		$140K Sell
19,306
-630
-3% -$5.14K 0.01% 636
2022
Q4 		$181K Sell
19,936
-870
-4% -$7.74K 0.02% 773
2022
Q3 		$156K Buy
20,806
+318
+2% +$2.4K 0.02% 866
2022
Q2 		$126K Buy
+20,488
New +$143K 0.01% 891

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schechter Investment Advisors's ADT Position: Q2 2023 in Review

Schechter Investment Advisors sold out of ADT (ADT) in Q2 2023, closing a stake of 19,306 shares — an estimated $140K sold.

Schechter Investment Advisors first reported a position in ADT in Q2 2022 and held it in 4 quarters. The position peaked at $181K in Q4 2022. 203 funds tracked by Wall St. Rank hold ADT as of Q2 2023.

  • Schechter Investment Advisors reported no remaining ADT position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 19,306 ADT shares in Q2 2023, an estimated $140K.
  • Schechter Investment Advisors first reported a position in ADT in Q2 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's ADT position peaked at $181K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held ADT as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.