Caliber Wealth Management (Utah)’s Adobe ADBE Stock Holding History

Caliber Wealth Management (Utah)’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	$1.2M	Buy	2,377 +363	+18%	+$208K	0.64%	47
2023 Q4	$1.2M	Buy	+2,014	New	+$1.16M	0.71%	45
2022 Q2	–	Sell	-4,250	Closed	-$1.94M	–	65
2022 Q1	$1.94M	Buy	4,250 +214	+5%	+$103K	1.24%	39
2021 Q4	$2.1M	Buy	4,036 +461	+13%	+$288K	1.45%	32
2021 Q3	$2.23M	Buy	3,575 +104	+3%	+$65.5K	1.57%	20
2021 Q2	$2.03M	Sell	3,471 -342	-9%	-$176K	1.44%	16
2021 Q1	$1.81M	Buy	3,813 +452	+13%	+$211K	1.32%	21
2020 Q4	$1.68M	Buy	+3,361	New	+$1.62M	1.65%	22

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Caliber Wealth Management (Utah)'s ADBE Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Adobe (ADBE) stake by 18% in Q1 2024, buying an estimated $208K and bringing the position to 2,377 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #47.

Caliber Wealth Management (Utah) first reported a position in ADBE in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.23M in Q3 2021. 2,774 funds tracked by Wall St. Rank hold ADBE as of Q1 2024.

Caliber Wealth Management (Utah) held 2,377 shares of Adobe worth $1.2M as of Q1 2024.
Caliber Wealth Management (Utah) bought 363 Adobe shares in Q1 2024, an estimated $208K.
Adobe made up 0.64% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #47 holding.
Caliber Wealth Management (Utah) first reported a position in Adobe in Q4 2020 and has held it in 8 quarters since.
Caliber Wealth Management (Utah)'s Adobe position peaked at $2.23M in Q3 2021.
2,774 funds tracked by Wall St. Rank held Adobe as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.