Clear Perspectives Financial Planning’s Adams Diversified Equity Fund ADX Stock Holding History

Clear Perspectives Financial Planning’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$7.09K	Hold	456	–	–	﹤0.01%	152
2022 Q4	$6.63K	Hold	456	–	–	﹤0.01%	170
2022 Q3	$7K	Hold	456	–	–	﹤0.01%	153
2022 Q2	$7K	Hold	456	–	–	﹤0.01%	161
2022 Q1	$8K	Hold	456	–	–	﹤0.01%	173
2021 Q4	$9K	Hold	456	–	–	﹤0.01%	178
2021 Q3	$9K	Hold	456	–	–	﹤0.01%	166
2021 Q2	$9K	Hold	456	–	–	﹤0.01%	168
2021 Q1	$8K	Hold	456	–	–	﹤0.01%	157
2020 Q4	$8K	Buy	+456	New	+$7.65K	0.01%	151

Other funds holding ADX

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's ADX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Adams Diversified Equity Fund (ADX) position steady in Q1 2023 at 456 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Clear Perspectives Financial Planning first reported a position in ADX in Q4 2020 and has held it in 10 quarters since. The position peaked at $9K in Q4 2021. 156 funds tracked by Wall St. Rank hold ADX as of Q1 2023.

Clear Perspectives Financial Planning held 456 shares of Adams Diversified Equity Fund worth $7.09K as of Q1 2023.
Clear Perspectives Financial Planning left its Adams Diversified Equity Fund share count unchanged in Q1 2023.
Adams Diversified Equity Fund made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #152 holding.
Clear Perspectives Financial Planning first reported a position in Adams Diversified Equity Fund in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Adams Diversified Equity Fund position peaked at $9K in Q4 2021.
156 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.