SteelPeak Wealth’s ADT ADT Stock Holding History

SteelPeak Wealth’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	-87,676	Closed	-$636K	–	447
2023 Q1	$636K	Buy	+87,676	New	+$715K	0.04%	209

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

SteelPeak Wealth's ADT Position: Q2 2023 in Review

SteelPeak Wealth sold out of ADT (ADT) in Q2 2023, closing a stake of 87,676 shares — an estimated $636K sold.

SteelPeak Wealth first reported a position in ADT in Q1 2023 and held it in 1 quarter. The position peaked at $636K in Q1 2023. 203 funds tracked by Wall St. Rank hold ADT as of Q2 2023.

SteelPeak Wealth reported no remaining ADT position as of Q2 2023 after selling out during the quarter.
SteelPeak Wealth sold 87,676 ADT shares in Q2 2023, an estimated $636K.
SteelPeak Wealth first reported a position in ADT in Q1 2023 and held it in 1 quarter.
SteelPeak Wealth's ADT position peaked at $636K in Q1 2023.
203 funds tracked by Wall St. Rank held ADT as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.