Hudock Inc’s Adams Diversified Equity Fund ADX Stock Holding History

Hudock Inc’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 Q4	–	Sell	-1,536	Closed	-$22K	–	158
2022 Q3	$22K	Hold	1,536	–	–	0.01%	417
2022 Q2	$23K	Hold	1,536	–	–	0.01%	401
2022 Q1	$28K	Hold	1,536	–	–	0.01%	392
2021 Q4	$29K	Buy	1,536 +197	+15%	+$3.96K	0.01%	394
2021 Q3	$26K	Hold	1,339	–	–	0.01%	412
2021 Q2	$26K	Hold	1,339	–	–	0.01%	407
2021 Q1	$24K	Hold	1,339	–	–	0.01%	416
2020 Q4	$23K	Buy	1,339 +65	+5%	+$1.09K	0.01%	405
2020 Q3	$20K	Hold	1,274	–	–	0.01%	375
2020 Q2	$18K	Hold	1,274	–	–	0.01%	381
2020 Q1	$16K	Hold	1,274	–	–	0.01%	355
2019 Q4	$20K	Buy	1,274 +90	+8%	+$1.43K	0.01%	348
2019 Q3	$18K	Hold	1,184	–	–	0.01%	360
2019 Q2	$18K	Hold	1,184	–	–	0.01%	353
2019 Q1	$17K	Hold	1,184	–	–	0.01%	347
2018 Q4	$14K	Hold	1,184	–	–	0.01%	348
2018 Q3	$19K	Hold	1,184	–	–	0.01%	353
2018 Q2	$18K	Hold	1,184	–	–	0.01%	352
2018 Q1	$17K	Hold	1,184	–	–	0.01%	375
2017 Q4	$17K	Buy	1,184 +85	+8%	+$1.3K	0.01%	366
2017 Q3	$16K	Hold	1,099	–	–	0.01%	380
2017 Q2	$15K	Hold	1,099	–	–	0.01%	364
2017 Q1	$15K	Hold	1,099	–	–	0.01%	354
2016 Q4	$13K	Buy	1,099 +64	+6%	+$821	0.01%	353
2016 Q3	$13K	Hold	1,035	–	–	0.01%	360
2016 Q2	$13K	Hold	1,035	–	–	0.01%	374
2016 Q1	$13K	Hold	1,035	–	–	0.01%	376
2015 Q4	$13K	Buy	1,035 +60	+6%	+$791	0.01%	345
2015 Q3	$12K	Hold	975	–	–	0.01%	375
2015 Q2	$13K	Hold	975	–	–	0.01%	368
2015 Q1	$14K	Hold	975	–	–	0.01%	378
2014 Q4	$13K	Buy	975 +62	+7%	+$859	0.01%	361
2014 Q3	$13K	Hold	913	–	–	0.01%	360
2014 Q2	$13K	Hold	913	–	–	0.01%	372
2014 Q1	$12K	Hold	913	–	–	0.01%	356
2013 Q4	$12K	Buy	913 +47	+5%	+$599	0.01%	363
2013 Q3	$11K	Hold	866	–	–	0.01%	320
2013 Q2	$10K	Buy	+866	New	+$10.4K	0.01%	334

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 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

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

Hudock Inc's ADX Position: Q4 2022 in Review

Hudock Inc sold out of Adams Diversified Equity Fund (ADX) in Q4 2022, closing a stake of 1,536 shares — an estimated $22K sold.

Hudock Inc first reported a position in ADX in Q2 2013 and held it in 38 quarters. The position peaked at $29K in Q4 2021. 166 funds tracked by Wall St. Rank hold ADX as of Q4 2022.

Hudock Inc reported no remaining Adams Diversified Equity Fund position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 1,536 Adams Diversified Equity Fund shares in Q4 2022, an estimated $22K.
Hudock Inc first reported a position in Adams Diversified Equity Fund in Q2 2013 and held it in 38 quarters.
Hudock Inc's Adams Diversified Equity Fund position peaked at $29K in Q4 2021.
166 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.