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Global Wealth Management Investment Advisory’s Adobe ADBE Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q3 		– Sell
-7
Closed -$3K – 139
2022
Q2 		$3K Buy
+7
New +$2.85K ﹤0.01% 365
2020
Q4 		– Sell
-59
Closed -$29K – 457
2020
Q3 		$29K Hold
59
– – 0.01% 204
2020
Q2 		$26K Hold
59
– – 0.01% 249
2020
Q1 		$19K Buy
+59
New +$20.2K 0.01% 260
2019
Q4 		– Sell
-15
Closed -$4K – 594
2019
Q3 		$4K Hold
15
– – ﹤0.01% 416
2019
Q2 		$4K Sell
15
-3
-17% -$833 ﹤0.01% 455
2019
Q1 		$5K Buy
18
+3
+20% +$756 ﹤0.01% 442
2018
Q4 		$3K Buy
+15
New +$3.62K ﹤0.01% 532

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's ADBE Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Adobe (ADBE) in Q3 2022, closing a stake of 7 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in ADBE in Q4 2018 and held it in 8 quarters. The position peaked at $29K in Q3 2020. 2,163 funds tracked by Wall St. Rank hold ADBE as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Adobe position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 7 Adobe shares in Q3 2022, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Adobe in Q4 2018 and held it in 8 quarters.
  • Global Wealth Management Investment Advisory's Adobe position peaked at $29K in Q3 2020.
  • 2,163 funds tracked by Wall St. Rank held Adobe as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.