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EverSource Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-57
Closed -$958 – 2495
2023
Q2 		$958 Hold
57
– – ﹤0.01% 2248
2023
Q1 		$886 Hold
57
– – ﹤0.01% 2138
2022
Q4 		$829 Hold
57
– – ﹤0.01% 2138
2022
Q3 		$1K Buy
+57
New +$918 ﹤0.01% 1768

Other funds holding ADX

SCM
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Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EverSource Wealth Advisors's ADX Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q3 2023, closing a stake of 57 shares — an estimated $958 sold.

EverSource Wealth Advisors first reported a position in ADX in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 154 funds tracked by Wall St. Rank hold ADX as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 57 Adams Diversified Equity Fund shares in Q3 2023, an estimated $958.
  • EverSource Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Adams Diversified Equity Fund position peaked at $1K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.