FourThought Financial’s Adams Diversified Equity Fund ADX Stock Holding History

FourThought Financial’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
2022 Q3	$0	Hold	33	–	–	﹤0.01%	1482
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	1381
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	1377
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	1407
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1403
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	1401
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	1359
2020 Q4	$1K	Buy	+33	New	+$554	﹤0.01%	1335

Other funds holding ADX

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

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

1CP

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

DBT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

FourThought Financial's ADX Position: Q3 2022 in Review

FourThought Financial held its Adams Diversified Equity Fund (ADX) position steady in Q3 2022 at 33 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

FourThought Financial first reported a position in ADX in Q4 2020 and has held it in 8 quarters since. The position peaked at $1K in Q2 2022. 149 funds tracked by Wall St. Rank hold ADX as of Q3 2022.

FourThought Financial held 33 shares of Adams Diversified Equity Fund worth $0 as of Q3 2022.
FourThought Financial left its Adams Diversified Equity Fund share count unchanged in Q3 2022.
Adams Diversified Equity Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1482 holding.
FourThought Financial first reported a position in Adams Diversified Equity Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Adams Diversified Equity Fund position peaked at $1K in Q2 2022.
149 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.