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Steward Financial Group’s ADT ADT Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+376
New +$2.34K ﹤0.01% 913
2023
Q2 		– Sell
-413
Closed -$2K – 407
2023
Q1 		$2K Buy
413
+217
+111% +$1.77K ﹤0.01% 461
2022
Q4 		$1K Buy
+196
New +$1.74K ﹤0.01% 364
2022
Q3 		– Sell
-82
Closed – – 76
2022
Q2 		$0 Buy
+82
New +$571 ﹤0.01% 944

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's ADT Position: Q3 2023 in Review

Steward Financial Group opened a new position in ADT (ADT) in Q3 2023: 376 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ADT as recently as Q1 2023.

Steward Financial Group first reported a position in ADT in Q2 2022 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold ADT as of Q3 2023.

  • Steward Financial Group held 376 shares of ADT worth $2K as of Q3 2023.
  • ADT was a new Steward Financial Group position in Q3 2023.
  • ADT made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #913 holding.
  • Steward Financial Group first reported a position in ADT in Q2 2022 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held ADT as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.