Csenge Advisory Group’s Adams Diversified Equity Fund ADX Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-14,232	Closed	-$207K	–	597
2022 Q3	$207K	Buy	+14,232	New	+$229K	0.02%	554
2022 Q2	–	Sell	-15,091	Closed	-$278K	–	571
2022 Q1	$278K	Buy	+15,091	New	+$275K	0.02%	511
2021 Q4	–	Sell	-12,824	Closed	-$255K	–	547
2021 Q3	$255K	Buy	+12,824	New	+$260K	0.02%	504

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Csenge Advisory Group's ADX Position: Q4 2022 in Review

Csenge Advisory Group sold out of Adams Diversified Equity Fund (ADX) in Q4 2022, closing a stake of 14,232 shares — an estimated $207K sold.

Csenge Advisory Group first reported a position in ADX in Q3 2021 and held it in 3 quarters. The position peaked at $278K in Q1 2022. 166 funds tracked by Wall St. Rank hold ADX as of Q4 2022.

Csenge Advisory Group reported no remaining Adams Diversified Equity Fund position as of Q4 2022 after selling out during the quarter.
Csenge Advisory Group sold 14,232 Adams Diversified Equity Fund shares in Q4 2022, an estimated $207K.
Csenge Advisory Group first reported a position in Adams Diversified Equity Fund in Q3 2021 and held it in 3 quarters.
Csenge Advisory Group's Adams Diversified Equity Fund position peaked at $278K in Q1 2022.
166 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.