Iams Wealth Management’s Adobe ADBE Stock Holding History

Iams Wealth Management’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 Q4	–	Sell	-1,927	Closed	-$998K	–	164
2024 Q3	$998K	Buy	+1,927	New	+$1.06M	0.49%	67

Other funds holding ADBE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Iams Wealth Management's ADBE Position: Q4 2024 in Review

Iams Wealth Management sold out of Adobe (ADBE) in Q4 2024, closing a stake of 1,927 shares — an estimated $998K sold.

Iams Wealth Management first reported a position in ADBE in Q3 2024 and held it in 1 quarter. The position peaked at $998K in Q3 2024. 2,867 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

Iams Wealth Management reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
Iams Wealth Management sold 1,927 Adobe shares in Q4 2024, an estimated $998K.
Iams Wealth Management first reported a position in Adobe in Q3 2024 and held it in 1 quarter.
Iams Wealth Management's Adobe position peaked at $998K in Q3 2024.
2,867 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.