CFM Wealth Partners’s Adobe ADBE Stock Holding History

CFM Wealth Partners’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 Q4	–	Sell	-2,846	Closed	-$1.47M	–	141
2024 Q3	$1.47M	Sell	2,846 -25	-0.9%	-$13.7K	0.26%	64
2024 Q2	$1.59M	Buy	2,871 +141	+5%	+$68.3K	0.29%	64
2024 Q1	$1.38M	Buy	2,730 +1,860	+214%	+$1.07M	0.28%	68
2023 Q4	$519K	Buy	870 +13	+2%	+$7.5K	0.12%	108
2023 Q3	$437K	Hold	857	–	–	0.11%	104
2023 Q2	$419K	Buy	857 +66	+8%	+$26.6K	0.1%	126
2023 Q1	$305K	Sell	791 -141	-15%	-$50.1K	0.08%	128
2022 Q4	$314K	Buy	+932	New	+$298K	0.09%	131
2020 Q3	–	Sell	-272	Closed	-$118K	–	154
2020 Q2	$118K	Hold	272	–	–	0.04%	184
2020 Q1	$87K	Sell	272 -135	-33%	-$46.2K	0.04%	210
2019 Q4	$141K	Buy	+407	New	+$120K	0.05%	174

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CFM Wealth Partners's ADBE Position: Q4 2024 in Review

CFM Wealth Partners sold out of Adobe (ADBE) in Q4 2024, closing a stake of 2,846 shares — an estimated $1.47M sold.

CFM Wealth Partners first reported a position in ADBE in Q4 2019 and held it in 11 quarters. The position peaked at $1.59M in Q2 2024. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

CFM Wealth Partners reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
CFM Wealth Partners sold 2,846 Adobe shares in Q4 2024, an estimated $1.47M.
CFM Wealth Partners first reported a position in Adobe in Q4 2019 and held it in 11 quarters.
CFM Wealth Partners's Adobe position peaked at $1.59M in Q2 2024.
2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on CFM Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.