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Cypress Wealth Services’s Adams Diversified Equity Fund ADX Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-15,493
Closed -$241K – 248
2023
Q1 		$241K Buy
+15,493
New +$236K 0.07% 208

Other funds holding ADX

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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cypress Wealth Services's ADX Position: Q2 2023 in Review

Cypress Wealth Services sold out of Adams Diversified Equity Fund (ADX) in Q2 2023, closing a stake of 15,493 shares — an estimated $241K sold.

Cypress Wealth Services first reported a position in ADX in Q1 2023 and held it in 1 quarter. The position peaked at $241K in Q1 2023. 164 funds tracked by Wall St. Rank hold ADX as of Q2 2023.

  • Cypress Wealth Services reported no remaining Adams Diversified Equity Fund position as of Q2 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 15,493 Adams Diversified Equity Fund shares in Q2 2023, an estimated $241K.
  • Cypress Wealth Services first reported a position in Adams Diversified Equity Fund in Q1 2023 and held it in 1 quarter.
  • Cypress Wealth Services's Adams Diversified Equity Fund position peaked at $241K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.