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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

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BBPWM
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Cohen & Steers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.