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Wealthspire Advisors (Maryland)’s Adtran ADTN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-88
Closed -$1K – 484
2019
Q1 		$1K Buy
+88
New +$1.22K ﹤0.01% 2279
2018
Q4 		– Sell
-179
Closed -$3K – 2416
2018
Q3 		$3K Buy
179
+14
+8% +$234 ﹤0.01% 1990
2018
Q2 		$2K Buy
165
+118
+251% +$1.76K ﹤0.01% 2111
2018
Q1 		$1K Sell
47
-19
-29% -$317 ﹤0.01% 2285
2017
Q4 		$1K Buy
66
+46
+230% +$1.02K ﹤0.01% 2235
2017
Q3 		$0 Buy
+20
New +$442 ﹤0.01% 2234

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Adtran (ADTN) in Q2 2019, closing a stake of 88 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ADTN in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 168 funds tracked by Wall St. Rank hold ADTN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Adtran position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 88 Adtran shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Adtran in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Adtran position peaked at $3K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Adtran as of Q2 2019.

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