Sierra Summit Advisors’s Adtran ADTN Stock Holding History

Sierra Summit Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-29,811	Closed	-$219K	–	145
2023 Q4	$219K	Buy	+29,811	New	+$196K	0.06%	180

Other funds holding ADTN

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Summit Advisors's ADTN Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Adtran (ADTN) in Q1 2024, closing a stake of 29,811 shares — an estimated $219K sold.

Sierra Summit Advisors first reported a position in ADTN in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 169 funds tracked by Wall St. Rank hold ADTN as of Q1 2024.

Sierra Summit Advisors reported no remaining Adtran position as of Q1 2024 after selling out during the quarter.
Sierra Summit Advisors sold 29,811 Adtran shares in Q1 2024, an estimated $219K.
Sierra Summit Advisors first reported a position in Adtran in Q4 2023 and held it in 1 quarter.
Sierra Summit Advisors's Adtran position peaked at $219K in Q4 2023.
169 funds tracked by Wall St. Rank held Adtran as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.