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U.S. Capital Wealth Advisors’s ADT ADT Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-8,183
Closed -$74.2K – 644
2022
Q4 		$74.2K Sell
8,183
-1,817
-18% -$16.2K ﹤0.01% 788
2022
Q3 		$75K Hold
10,000
– – ﹤0.01% 621
2022
Q2 		$62K Buy
+10,000
New +$69.7K ﹤0.01% 659

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

U.S. Capital Wealth Advisors's ADT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of ADT (ADT) in Q1 2023, closing a stake of 8,183 shares — an estimated $74.2K sold.

U.S. Capital Wealth Advisors first reported a position in ADT in Q2 2022 and held it in 3 quarters. The position peaked at $75K in Q3 2022. 221 funds tracked by Wall St. Rank hold ADT as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining ADT position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 8,183 ADT shares in Q1 2023, an estimated $74.2K.
  • U.S. Capital Wealth Advisors first reported a position in ADT in Q2 2022 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's ADT position peaked at $75K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held ADT as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.