IBEX Wealth Advisors’s Adobe ADBE Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-13	Closed	-$18K	–	97
2019 Q2	$18K	Buy	+13	New	+$3.61K	0.01%	283

Other funds holding ADBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's ADBE Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Adobe (ADBE) in Q3 2024, closing a stake of 8 shares — an estimated $4.17K sold.

IBEX Wealth Advisors first reported a position in ADBE in Q4 2016 and held it in 16 quarters. The position peaked at $5.75M in Q4 2020. 2,793 funds tracked by Wall St. Rank hold ADBE as of Q3 2024.

IBEX Wealth Advisors reported no remaining Adobe position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 8 Adobe shares in Q3 2024, an estimated $4.17K.
IBEX Wealth Advisors first reported a position in Adobe in Q4 2016 and held it in 16 quarters.
IBEX Wealth Advisors's Adobe position peaked at $5.75M in Q4 2020.
2,793 funds tracked by Wall St. Rank held Adobe as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.