Adero Partners, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Adero Partners, LLC opened 3 positions, added to 11, reduced 11, sold out of 1 and left 1 unchanged. The largest increase in value was RELX (+$218,225); the largest decrease was RLX (-$577,154).
- SAN: Country of operation —; Class ADR; Shares 2024-12-31 66,189; Shares 2025-03-31 69,738.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 2,567; Shares 2025-03-31 3,620.
- SHEL: Country of operation —; Class SPON ADS; Shares 2024-12-31 3,621; Shares 2025-03-31 4,512.
- SONY: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 10,373; Shares 2025-03-31 11,348.
Two Form 13F-HR filings compared (SEC CIK 1800593): 2024-12-31 (filed 2025-01-27) and 2025-03-31 (filed 2025-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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