TWP
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TFO Wealth Partners’s ADT ADT Stock Holding History

TFO 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
2024
Q2 		– Sell
-31
Closed -$208 – 69
2024
Q1 		$208 Hold
31
– – ﹤0.01% 478
2023
Q4 		$211 Hold
31
– – ﹤0.01% 628
2023
Q3 		$187 Hold
31
– – ﹤0.01% 828
2023
Q2 		$187 Hold
31
– – ﹤0.01% 522
2023
Q1 		$224 Sell
31
-108
-78% -$881 ﹤0.01% 446
2022
Q4 		$6.24K Buy
+139
New +$1.24K ﹤0.01% 148

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TFO Wealth Partners's ADT Position: Q2 2024 in Review

TFO Wealth Partners sold out of ADT (ADT) in Q2 2024, closing a stake of 31 shares — an estimated $208 sold.

TFO Wealth Partners first reported a position in ADT in Q4 2022 and held it in 6 quarters. The position peaked at $6.24K in Q4 2022. 261 funds tracked by Wall St. Rank hold ADT as of Q2 2024.

  • TFO Wealth Partners reported no remaining ADT position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 31 ADT shares in Q2 2024, an estimated $208.
  • TFO Wealth Partners first reported a position in ADT in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's ADT position peaked at $6.24K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held ADT as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.