Spire Wealth Management’s Adtran ADTN Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-30	Closed	-$1K	–	2173
2022 Q2	$1K	Buy	+30	New	+$543	﹤0.01%	2449

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

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

Spire Wealth Management's ADTN Position: Q3 2022 in Review

Spire Wealth Management sold out of Adtran (ADTN) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ADTN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 187 funds tracked by Wall St. Rank hold ADTN as of Q3 2022.

Spire Wealth Management reported no remaining Adtran position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 30 Adtran shares in Q3 2022, an estimated $1K.
Spire Wealth Management first reported a position in Adtran in Q2 2022 and held it in 1 quarter.
Spire Wealth Management's Adtran position peaked at $1K in Q2 2022.
187 funds tracked by Wall St. Rank held Adtran as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.