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Clearview Wealth Advisors’s Adobe ADBE Stock Holding History

Clearview 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
Q3 		– Sell
-22
Closed -$10.8K – 123
2023
Q2 		$10.8K Hold
22
– – 0.01% 353
2023
Q1 		$8.48K Hold
22
– – 0.01% 389
2022
Q4 		$7.4K Hold
22
– – 0.01% 360
2022
Q3 		$6K Sell
22
-7
-24% -$2.65K ﹤0.01% 385
2022
Q2 		$11K Sell
29
-20
-41% -$8.14K 0.01% 343
2022
Q1 		$22K Sell
49
-91
-65% -$43.8K 0.01% 286
2021
Q4 		$79K Sell
140
-133
-49% -$83.1K 0.05% 185
2021
Q3 		$157K Sell
273
-46
-14% -$29K 0.1% 129
2021
Q2 		$187K Hold
319
– – 0.12% 121
2021
Q1 		$152K Buy
319
+8
+3% +$3.74K 0.1% 126
2020
Q4 		$156K Buy
+311
New +$150K 0.1% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearview Wealth Advisors's ADBE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Adobe (ADBE) in Q3 2023, closing a stake of 22 shares — an estimated $10.8K sold.

Clearview Wealth Advisors first reported a position in ADBE in Q4 2020 and held it in 11 quarters. The position peaked at $187K in Q2 2021. 2,615 funds tracked by Wall St. Rank hold ADBE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Adobe position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 22 Adobe shares in Q3 2023, an estimated $10.8K.
  • Clearview Wealth Advisors first reported a position in Adobe in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Adobe position peaked at $187K in Q2 2021.
  • 2,615 funds tracked by Wall St. Rank held Adobe as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.