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Wetzel Investment Advisors’s Analog Devices ADI Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-2
Closed -$396 – 132
2024
Q2 		$396 Sell
2
-100
-98% -$21.3K ﹤0.01% 894
2024
Q1 		$19.1K Hold
102
– – 0.01% 383
2023
Q4 		$20K Buy
+102
New +$18.2K 0.01% 376

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wetzel Investment Advisors's ADI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Analog Devices (ADI) in Q3 2024, closing a stake of 2 shares — an estimated $396 sold.

Wetzel Investment Advisors first reported a position in ADI in Q4 2023 and held it in 3 quarters. The position peaked at $20K in Q4 2023. 1,659 funds tracked by Wall St. Rank hold ADI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Analog Devices position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2 Analog Devices shares in Q3 2024, an estimated $396.
  • Wetzel Investment Advisors first reported a position in Analog Devices in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Analog Devices position peaked at $20K in Q4 2023.
  • 1,659 funds tracked by Wall St. Rank held Analog Devices as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.