SFS
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Sowell Financial Services’s Adtran ADTN Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-19,469
Closed -$309K – 556
2023
Q1 		$309K Buy
+19,469
New +$338K 0.02% 548
2022
Q2 		– Sell
-15,746
Closed -$272K – 280
2022
Q1 		$272K Buy
+15,746
New +$312K 0.05% 161
2021
Q2 		– Sell
-11,623
Closed -$204K – 551
2021
Q1 		$204K Buy
+11,623
New +$196K 0.01% 1039

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DnB Asset Management
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SSA
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NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return