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Wipfli Financial Advisors’s ADT ADT Stock Holding History

Wipfli Financial Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$8K Buy
+1,069
New +$8.06K ﹤0.01% 1906

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's ADT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ADT (ADT) in Q3 2022: 1,069 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1906 among its holdings.

222 funds tracked by Wall St. Rank hold ADT as of Q3 2022.

  • Wipfli Financial Advisors held 1,069 shares of ADT worth $8K as of Q3 2022.
  • ADT was a new Wipfli Financial Advisors position in Q3 2022.
  • ADT made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1906 holding.
  • 222 funds tracked by Wall St. Rank held ADT as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.