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Clarus Wealth Advisors’s Adobe ADBE Stock Holding History

Clarus 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
Q2 		– Sell
-1,375
Closed -$523K – 125
2023
Q1 		$523K Sell
1,375
-55
-4% -$19.5K 0.33% 63
2022
Q4 		$484K Buy
1,430
+69
+5% +$22.1K 0.32% 65
2022
Q3 		$389K Buy
1,361
+121
+10% +$45.8K 0.28% 75
2022
Q2 		$476K Buy
1,240
+129
+12% +$52.5K 0.34% 54
2022
Q1 		$483K Buy
+1,111
New +$535K 0.3% 56
2020
Q4 		– Sell
-711
Closed -$341K – 132
2020
Q3 		$341K Buy
711
+72
+11% +$33.5K 0.26% 82
2020
Q2 		$287K Buy
+639
New +$237K 0.24% 87
2019
Q3 		– Sell
-835
Closed -$246K – 151
2019
Q2 		$246K Sell
835
-148
-15% -$41.1K 0.18% 86
2019
Q1 		$262K Sell
983
-200
-17% -$50.4K 0.2% 72
2018
Q4 		$268K Sell
1,183
-19
-2% -$4.59K 0.42% 45
2018
Q3 		$324K Sell
1,202
-141
-10% -$36.4K 0.21% 55
2018
Q2 		$290K Hold
1,343
– – 0.22% 53
2018
Q1 		$290K Buy
+1,343
New +$273K 0.27% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's ADBE Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of Adobe (ADBE) in Q2 2023, closing a stake of 1,375 shares — an estimated $523K sold.

Clarus Wealth Advisors first reported a position in ADBE in Q1 2018 and held it in 13 quarters. The position peaked at $523K in Q1 2023. 2,523 funds tracked by Wall St. Rank hold ADBE as of Q2 2023.

  • Clarus Wealth Advisors reported no remaining Adobe position as of Q2 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,375 Adobe shares in Q2 2023, an estimated $523K.
  • Clarus Wealth Advisors first reported a position in Adobe in Q1 2018 and held it in 13 quarters.
  • Clarus Wealth Advisors's Adobe position peaked at $523K in Q1 2023.
  • 2,523 funds tracked by Wall St. Rank held Adobe as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.