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B. Riley Wealth Management’s Adobe ADBE Stock Holding History

B. Riley 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
2022
Q2 		$99.6K Sell
5,416
-3,187
-37% -$1.3M 0.12% 55
2022
Q1 		$3.92M Buy
8,603
+675
+9% +$325K 0.3% 82
2021
Q4 		$4.5M Buy
7,928
+575
+8% +$359K 0.31% 78
2021
Q3 		$4.23M Buy
7,353
+1,078
+17% +$679K 0.33% 75
2021
Q2 		$3.67M Sell
6,275
-24
-0.4% -$12.4K 0.41% 62
2021
Q1 		$2.99M Sell
6,299
-74
-1% -$34.6K 0.35% 76
2020
Q4 		$3.19M Buy
6,373
+253
+4% +$122K 0.41% 64
2020
Q3 		$3M Sell
6,120
-154
-2% -$71.6K 0.35% 71
2020
Q2 		$2.73M Buy
6,274
+304
+5% +$113K 0.3% 84
2020
Q1 		$1.9M Buy
5,970
+5,006
+519% +$1.71M 0.2% 115
2019
Q4 		$318K Buy
+964
New +$284K 0.05% 281
2019
Q3 		– Sell
-895
Closed -$264 – 394
2019
Q2 		$264 Buy
895
+63
+8% +$17.5K 0.04% 308
2019
Q1 		$222K Sell
832
-103
-11% -$26K 0.04% 331
2018
Q4 		$212K Sell
935
-424
-31% -$102K 0.04% 298
2018
Q3 		$367K Buy
+1,359
New +$350K 0.09% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

B. Riley Wealth Management's ADBE Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Adobe (ADBE) stake by 37% in Q2 2022, selling an estimated $1.3M and leaving 5,416 shares worth $99.6K. The position accounts for 0.12% of the portfolio, ranked #55.

B. Riley Wealth Management first reported a position in ADBE in Q3 2018 and has held it in 15 quarters since. The position peaked at $4.5M in Q4 2021. 2,280 funds tracked by Wall St. Rank hold ADBE as of Q2 2022.

  • B. Riley Wealth Management held 5,416 shares of Adobe worth $99.6K as of Q2 2022.
  • B. Riley Wealth Management sold 3,187 Adobe shares in Q2 2022, an estimated $1.3M.
  • Adobe made up 0.12% of B. Riley Wealth Management's portfolio in Q2 2022, its #55 holding.
  • B. Riley Wealth Management first reported a position in Adobe in Q3 2018 and has held it in 15 quarters since.
  • B. Riley Wealth Management's Adobe position peaked at $4.5M in Q4 2021.
  • 2,280 funds tracked by Wall St. Rank held Adobe as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.