TCI Wealth Advisors’s Adtran ADTN Stock Holding History

TCI Wealth Advisors’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
2023 Q1	–	Sell	-184	Closed	-$3.46K	–	2515
2022 Q4	$3.46K	Hold	184	–	–	﹤0.01%	1775
2022 Q3	$4K	Buy	+184	New	+$4.01K	﹤0.01%	1554
2022 Q2	–	Sell	-190	Closed	-$4K	–	2250
2022 Q1	$4K	Sell	190 -3	-2%	-$59	﹤0.01%	1650
2021 Q4	$4K	Buy	193 +15	+8%	+$303	﹤0.01%	1767
2021 Q3	$3K	Buy	178 +55	+45%	+$1.16K	﹤0.01%	1885
2021 Q2	$3K	Buy	+123	New	+$2.38K	﹤0.01%	1687
2019 Q3	–	Sell	-54	Closed	-$1K	–	1483
2019 Q2	$1K	Buy	+54	New	+$862	﹤0.01%	1125
2018 Q2	–	Sell	-35	Closed	-$1K	–	1494
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	1074
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	1123
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	1050
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	1078
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	1028
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	1109
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	1063
2016 Q2	$1K	Hold	35	–	–	﹤0.01%	1014
2016 Q1	$1K	Buy	+35	New	+$647	﹤0.01%	1033

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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

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

TCI Wealth Advisors's ADTN Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Adtran (ADTN) in Q1 2023, closing a stake of 184 shares — an estimated $3.46K sold.

TCI Wealth Advisors first reported a position in ADTN in Q1 2016 and held it in 16 quarters. The position peaked at $4K in Q3 2022. 174 funds tracked by Wall St. Rank hold ADTN as of Q1 2023.

TCI Wealth Advisors reported no remaining Adtran position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 184 Adtran shares in Q1 2023, an estimated $3.46K.
TCI Wealth Advisors first reported a position in Adtran in Q1 2016 and held it in 16 quarters.
TCI Wealth Advisors's Adtran position peaked at $4K in Q3 2022.
174 funds tracked by Wall St. Rank held Adtran as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.