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Catalyst Wealth Management’s Adobe ADBE Stock Holding History

Catalyst 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
2023
Q1 		$548K Buy
1,422
+12
+0.9% +$4.26K 0.51% 73
2022
Q4 		$475K Buy
+1,410
New +$451K 0.45% 77

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Catalyst Wealth Management's ADBE Position: Q1 2023 in Review

Catalyst Wealth Management increased its Adobe (ADBE) stake by 0.85% in Q1 2023, buying an estimated $4.26K and bringing the position to 1,422 shares worth $548K. The position accounts for 0.51% of the portfolio, ranked #73.

Catalyst Wealth Management first reported a position in ADBE in Q4 2022 and has held it in 2 quarters since. 2,328 funds tracked by Wall St. Rank hold ADBE as of Q1 2023.

  • Catalyst Wealth Management held 1,422 shares of Adobe worth $548K as of Q1 2023.
  • Catalyst Wealth Management bought 12 Adobe shares in Q1 2023, an estimated $4.26K.
  • Adobe made up 0.51% of Catalyst Wealth Management's portfolio in Q1 2023, its #73 holding.
  • Catalyst Wealth Management first reported a position in Adobe in Q4 2022 and has held it in 2 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Adobe as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.