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Spire Wealth Management’s Adeia ADEA Stock Holding History

Spire Wealth Management’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71K Hold
113
– – ﹤0.01% 1981
2025
Q4 		$1.95K Hold
113
– – ﹤0.01% 2106
2025
Q3 		$1.9K Hold
113
– – ﹤0.01% 2171
2025
Q2 		$1.6K Hold
113
– – ﹤0.01% 2217
2025
Q1 		$1.49K Hold
113
– – ﹤0.01% 2326
2024
Q4 		$1.58K Buy
+113
New +$1.43K ﹤0.01% 2294
2022
Q4 		– Sell
-427
Closed -$2K – 2300
2022
Q3 		$2K Sell
427
-57
-12% -$234 ﹤0.01% 1920
2022
Q2 		$2K Buy
484
+57
+13% +$239 ﹤0.01% 2322
2022
Q1 		$2K Sell
427
-170
-28% -$774 ﹤0.01% 2367
2021
Q4 		$3K Buy
597
+170
+40% +$847 ﹤0.01% 2669
2021
Q3 		$2K Hold
427
– – ﹤0.01% 2442
2021
Q2 		$3K Sell
427
-170
-28% -$967 ﹤0.01% 2397
2021
Q1 		$3K Buy
+597
New +$3.44K ﹤0.01% 2729

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VPM
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VCM
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State Street
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RCMNY
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return