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True Link Financial Advisors’s Quad QUAD Stock Holding History

True Link Financial Advisors’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-24,662
Closed -$87K – 738
2021
Q1 		$87K Hold
24,662
– – 0.01% 426
2020
Q4 		$94K Buy
+24,662
New +$75.7K 0.01% 445

Other funds holding QUAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

True Link Financial Advisors's QUAD Position: Q2 2021 in Review

True Link Financial Advisors sold out of Quad (QUAD) in Q2 2021, closing a stake of 24,662 shares — an estimated $87K sold.

True Link Financial Advisors first reported a position in QUAD in Q4 2020 and held it in 2 quarters. The position peaked at $94K in Q4 2020. 84 funds tracked by Wall St. Rank hold QUAD as of Q2 2021.

  • True Link Financial Advisors reported no remaining Quad position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 24,662 Quad shares in Q2 2021, an estimated $87K.
  • True Link Financial Advisors first reported a position in Quad in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's Quad position peaked at $94K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held Quad as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.