Financial Synergies Wealth Advisors’s Adobe ADBE Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5	Closed	-$2.52K	–	76
2024 Q1	$2.52K	Sell	5 -1	-17%	-$573	﹤0.01%	300
2023 Q4	$2.02K	Buy	6 +1	+20%	+$577	﹤0.01%	244
2023 Q3	$2.55K	Hold	5	–	–	﹤0.01%	289
2023 Q2	$2.44K	Sell	5 -1	-17%	-$403	﹤0.01%	286
2023 Q1	$2.31K	Hold	6	–	–	﹤0.01%	294
2022 Q4	$2.02K	Hold	6	–	–	﹤0.01%	244
2022 Q3	$1.65K	Hold	6	–	–	﹤0.01%	235
2022 Q2	$2.2K	Buy	+6	New	+$2.44K	﹤0.01%	229

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's ADBE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Adobe (ADBE) in Q2 2024, closing a stake of 5 shares — an estimated $2.52K sold.

Financial Synergies Wealth Advisors first reported a position in ADBE in Q2 2022 and held it in 8 quarters. The position peaked at $2.55K in Q3 2023. 2,757 funds tracked by Wall St. Rank hold ADBE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Adobe position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 5 Adobe shares in Q2 2024, an estimated $2.52K.
Financial Synergies Wealth Advisors first reported a position in Adobe in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Adobe position peaked at $2.55K in Q3 2023.
2,757 funds tracked by Wall St. Rank held Adobe as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.