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Ulland Investment Advisors’s ADS-TEC Energy ADSE Stock Holding History

Ulland Investment Advisors’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,020
Closed -$37K – 259
2021
Q4 		$37K Buy
+4,020
New +$37.6K 0.02% 115

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ulland Investment Advisors's ADSE Position: Q1 2022 in Review

Ulland Investment Advisors sold out of ADS-TEC Energy (ADSE) in Q1 2022, closing a stake of 4,020 shares — an estimated $37K sold.

Ulland Investment Advisors first reported a position in ADSE in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 15 funds tracked by Wall St. Rank hold ADSE as of Q1 2022.

  • Ulland Investment Advisors reported no remaining ADS-TEC Energy position as of Q1 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 4,020 ADS-TEC Energy shares in Q1 2022, an estimated $37K.
  • Ulland Investment Advisors first reported a position in ADS-TEC Energy in Q4 2021 and held it in 1 quarter.
  • Ulland Investment Advisors's ADS-TEC Energy position peaked at $37K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q1 2022.

Based on Ulland Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.