WIA
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Wealthstreet Investment Advisors’s Analog Devices ADI Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-2,000
Closed -$310K – 99
2021
Q1 		$310K Hold
2,000
– – 0.03% 313
2020
Q4 		$295K Hold
2,000
– – 0.03% 302
2020
Q3 		$233K Hold
2,000
– – 0.03% 301
2020
Q2 		$245K Buy
+2,000
New +$220K 0.03% 294
2020
Q1 		– Sell
-2,000
Closed -$238K – 306
2019
Q4 		$238K Hold
2,000
– – 0.03% 314
2019
Q3 		$216K Hold
2,000
– – 0.03% 316
2019
Q2 		$226K Hold
2,000
– – 0.03% 319
2019
Q1 		$211K Buy
+2,000
New +$201K 0.03% 319

Other funds holding ADI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return