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Aevitas Wealth Management’s Adobe ADBE Stock Holding History

Aevitas Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-70
Closed -$16K – 372
2018
Q4 		$16K Sell
70
-6
-8% -$1.45K 0.02% 264
2018
Q3 		$21K Hold
76
– – 0.02% 282
2018
Q2 		$19K Hold
76
– – 0.02% 278
2018
Q1 		$16K Hold
76
– – 0.02% 276
2017
Q4 		$13K Buy
+76
New +$13.1K 0.01% 294

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Aevitas Wealth Management's ADBE Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Adobe (ADBE) in Q1 2019, closing a stake of 70 shares — an estimated $16K sold.

Aevitas Wealth Management first reported a position in ADBE in Q4 2017 and held it in 5 quarters. The position peaked at $21K in Q3 2018. 1,506 funds tracked by Wall St. Rank hold ADBE as of Q1 2019.

  • Aevitas Wealth Management reported no remaining Adobe position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 70 Adobe shares in Q1 2019, an estimated $16K.
  • Aevitas Wealth Management first reported a position in Adobe in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's Adobe position peaked at $21K in Q3 2018.
  • 1,506 funds tracked by Wall St. Rank held Adobe as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.