TFO Wealth Partners’s Adtran ADTN Stock Holding History

TFO Wealth Partners’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	-19	Closed	-$1.56K	–	818
2022 Q4	$1.56K	Buy	+19	New	+$382	﹤0.01%	290

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

TFO Wealth Partners's ADTN Position: Q1 2023 in Review

TFO Wealth Partners sold out of Adtran (ADTN) in Q1 2023, closing a stake of 19 shares — an estimated $1.56K sold.

TFO Wealth Partners first reported a position in ADTN in Q4 2022 and held it in 1 quarter. The position peaked at $1.56K in Q4 2022. 174 funds tracked by Wall St. Rank hold ADTN as of Q1 2023.

TFO Wealth Partners reported no remaining Adtran position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 19 Adtran shares in Q1 2023, an estimated $1.56K.
TFO Wealth Partners first reported a position in Adtran in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Adtran position peaked at $1.56K in Q4 2022.
174 funds tracked by Wall St. Rank held Adtran as of Q1 2023.

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