Comprehensive Financial Consultants Institutional’s Adams Diversified Equity Fund ADX Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-4,998	Closed	-$89K	–	161
2021 Q4	$89K	Buy	+4,998	New	+$100K	0.06%	193

Other funds holding ADX

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's ADX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Adams Diversified Equity Fund (ADX) in Q1 2022, closing a stake of 4,998 shares — an estimated $89K sold.

Comprehensive Financial Consultants Institutional first reported a position in ADX in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 143 funds tracked by Wall St. Rank hold ADX as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Adams Diversified Equity Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,998 Adams Diversified Equity Fund shares in Q1 2022, an estimated $89K.
Comprehensive Financial Consultants Institutional first reported a position in Adams Diversified Equity Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Adams Diversified Equity Fund position peaked at $89K in Q4 2021.
143 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.