First Horizon Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

First Horizon 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
2021 Q4	–	Sell	-1,050	Closed	-$20K	–	2242
2021 Q3	$20K	Hold	1,050	–	–	﹤0.01%	1273
2021 Q2	$20K	Hold	1,050	–	–	﹤0.01%	1109
2021 Q1	$19K	Buy	+1,050	New	+$18.6K	﹤0.01%	1084

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

First Horizon Advisors's ADX Position: Q4 2021 in Review

First Horizon Advisors sold out of Adams Diversified Equity Fund (ADX) in Q4 2021, closing a stake of 1,050 shares — an estimated $20K sold.

First Horizon Advisors first reported a position in ADX in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 155 funds tracked by Wall St. Rank hold ADX as of Q4 2021.

First Horizon Advisors reported no remaining Adams Diversified Equity Fund position as of Q4 2021 after selling out during the quarter.
First Horizon Advisors sold 1,050 Adams Diversified Equity Fund shares in Q4 2021, an estimated $20K.
First Horizon Advisors first reported a position in Adams Diversified Equity Fund in Q1 2021 and held it in 3 quarters.
First Horizon Advisors's Adams Diversified Equity Fund position peaked at $20K in Q3 2021.
155 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2021.

Based on First Horizon Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.