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Wealthspire Advisors (Maryland)’s Adeia ADEA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-416
Closed -$3K – 480
2019
Q1 		$3K Buy
416
+371
+824% +$2.18K ﹤0.01% 1966
2018
Q4 		$0 Sell
45
-582
-93% -$2.27K ﹤0.01% 2415
2018
Q3 		$2K Hold
627
– – ﹤0.01% 2119
2018
Q2 		$3K Buy
627
+257
+69% +$1.39K ﹤0.01% 1967
2018
Q1 		$2K Hold
370
– – ﹤0.01% 2123
2017
Q4 		$2K Buy
370
+355
+2,367% +$2.08K ﹤0.01% 2080
2017
Q3 		$0 Buy
+15
New +$110 ﹤0.01% 2233

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADEA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Adeia (ADEA) in Q2 2019, closing a stake of 416 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in ADEA in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 205 funds tracked by Wall St. Rank hold ADEA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Adeia position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 416 Adeia shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Adeia in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Adeia position peaked at $3K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Adeia as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.