Blue Zone Wealth Advisors’s Adobe ADBE Stock Holding History

Blue Zone 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
2023 Q1	–	Sell	-1,056	Closed	-$355K	–	84
2022 Q4	$355K	Hold	1,056	–	–	0.19%	65
2022 Q3	$291K	Sell	1,056 -204	-16%	-$77.2K	0.15%	72
2022 Q2	$461K	Hold	1,260	–	–	0.21%	67
2022 Q1	$574K	Buy	1,260 +242	+24%	+$116K	0.21%	67
2021 Q4	$577K	Buy	1,018 +46	+5%	+$28.8K	0.19%	69
2021 Q3	$560K	Hold	972	–	–	0.19%	72
2021 Q2	$569K	Hold	972	–	–	0.21%	67
2021 Q1	$462K	Sell	972 -218	-18%	-$102K	0.2%	65
2020 Q4	$595K	Buy	1,190 +218	+22%	+$105K	0.29%	53
2020 Q3	$477K	Hold	972	–	–	0.27%	50
2020 Q2	$423K	Sell	972 -308	-24%	-$114K	0.24%	48
2020 Q1	$407K	Buy	+1,280	New	+$438K	0.38%	30

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Blue Zone Wealth Advisors's ADBE Position: Q1 2023 in Review

Blue Zone Wealth Advisors sold out of Adobe (ADBE) in Q1 2023, closing a stake of 1,056 shares — an estimated $355K sold.

Blue Zone Wealth Advisors first reported a position in ADBE in Q1 2020 and held it in 12 quarters. The position peaked at $595K in Q4 2020. 2,327 funds tracked by Wall St. Rank hold ADBE as of Q1 2023.

Blue Zone Wealth Advisors reported no remaining Adobe position as of Q1 2023 after selling out during the quarter.
Blue Zone Wealth Advisors sold 1,056 Adobe shares in Q1 2023, an estimated $355K.
Blue Zone Wealth Advisors first reported a position in Adobe in Q1 2020 and held it in 12 quarters.
Blue Zone Wealth Advisors's Adobe position peaked at $595K in Q4 2020.
2,327 funds tracked by Wall St. Rank held Adobe as of Q1 2023.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.