Strategic Wealth Partners’s ADT ADT Stock Holding History

Strategic Wealth Partners’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
2021 Q1	–	Sell	-38,429	Closed	-$302K	–	188
2020 Q4	$302K	Buy	+38,429	New	+$302K	0.13%	146

Other funds holding ADT

AMH

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Strategic Wealth Partners's ADT Position: Q1 2021 in Review

Strategic Wealth Partners sold out of ADT (ADT) in Q1 2021, closing a stake of 38,429 shares — an estimated $302K sold.

Strategic Wealth Partners first reported a position in ADT in Q4 2020 and held it in 1 quarter. The position peaked at $302K in Q4 2020. 192 funds tracked by Wall St. Rank hold ADT as of Q1 2021.

Strategic Wealth Partners reported no remaining ADT position as of Q1 2021 after selling out during the quarter.
Strategic Wealth Partners sold 38,429 ADT shares in Q1 2021, an estimated $302K.
Strategic Wealth Partners first reported a position in ADT in Q4 2020 and held it in 1 quarter.
Strategic Wealth Partners's ADT position peaked at $302K in Q4 2020.
192 funds tracked by Wall St. Rank held ADT as of Q1 2021.

Based on Strategic Wealth Partners's 13F filing for Q1 2021, filed 24 May 2021.