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Amplius Wealth Advisors’s Adobe ADBE Stock Holding History

Amplius Wealth Advisors’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
2024
Q1 		– Sell
-393
Closed -$234K – 179
2023
Q4 		$234K Buy
+393
New +$227K 0.03% 150
2022
Q1 		– Sell
-186
Closed -$105K – 183
2021
Q4 		$105K Buy
+186
New +$116K 0.01% 242

Other funds holding ADBE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Amplius Wealth Advisors's ADBE Position: Q1 2024 in Review

Amplius Wealth Advisors sold out of Adobe (ADBE) in Q1 2024, closing a stake of 393 shares — an estimated $234K sold.

Amplius Wealth Advisors first reported a position in ADBE in Q4 2021 and held it in 2 quarters. The position peaked at $234K in Q4 2023. 2,774 funds tracked by Wall St. Rank hold ADBE as of Q1 2024.

  • Amplius Wealth Advisors reported no remaining Adobe position as of Q1 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 393 Adobe shares in Q1 2024, an estimated $234K.
  • Amplius Wealth Advisors first reported a position in Adobe in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Adobe position peaked at $234K in Q4 2023.
  • 2,774 funds tracked by Wall St. Rank held Adobe as of Q1 2024.

Based on Amplius Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.