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Wealth Advisory Solutions’s Analog Devices ADI Stock Holding History

Wealth Advisory Solutions’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,038
Closed -$354K – 161
2020
Q3 		$354K Buy
+3,038
New +$356K 0.09% 130

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wealth Advisory Solutions's ADI Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Analog Devices (ADI) in Q4 2020, closing a stake of 3,038 shares — an estimated $354K sold.

Wealth Advisory Solutions first reported a position in ADI in Q3 2020 and held it in 1 quarter. The position peaked at $354K in Q3 2020. 1,099 funds tracked by Wall St. Rank hold ADI as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Analog Devices position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 3,038 Analog Devices shares in Q4 2020, an estimated $354K.
  • Wealth Advisory Solutions first reported a position in Analog Devices in Q3 2020 and held it in 1 quarter.
  • Wealth Advisory Solutions's Analog Devices position peaked at $354K in Q3 2020.
  • 1,099 funds tracked by Wall St. Rank held Analog Devices as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.