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Insight Wealth Strategies’s Adobe ADBE Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-4,421
Closed -$2.01M – 143
2022
Q1 		$2.01M Buy
4,421
+226
+5% +$109K 0.3% 48
2021
Q4 		$2.38M Buy
4,195
+81
+2% +$50.6K 0.34% 41
2021
Q3 		$2.37M Sell
4,114
-28
-0.7% -$17.6K 0.33% 39
2021
Q2 		$2.43M Sell
4,142
-5,771
-58% -$2.97M 0.34% 33
2021
Q1 		$4.71M Buy
9,913
+1,799
+22% +$841K 0.63% 25
2020
Q4 		$4.06M Buy
8,114
+422
+5% +$204K 0.69% 24
2020
Q3 		$3.77M Buy
7,692
+1,879
+32% +$874K 0.7% 23
2020
Q2 		$2.53M Buy
5,813
+936
+19% +$347K 0.56% 25
2020
Q1 		$1.55M Sell
4,877
-8,637
-64% -$2.95M 0.41% 26
2019
Q4 		$4.46M Sell
13,514
-165
-1% -$48.5K 0.94% 21
2019
Q3 		$3.78M Buy
13,679
+2,010
+17% +$587K 0.89% 22
2019
Q2 		$3.44M Buy
11,669
+2,272
+24% +$631K 0.84% 22
2019
Q1 		$2.5M Buy
9,397
+333
+4% +$84K 0.7% 27
2018
Q4 		$2.05M Buy
+9,064
New +$2.19M 0.63% 25

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insight Wealth Strategies's ADBE Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Adobe (ADBE) in Q2 2022, closing a stake of 4,421 shares — an estimated $2.01M sold.

Insight Wealth Strategies first reported a position in ADBE in Q4 2018 and held it in 14 quarters. The position peaked at $4.71M in Q1 2021. 2,280 funds tracked by Wall St. Rank hold ADBE as of Q2 2022.

  • Insight Wealth Strategies reported no remaining Adobe position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,421 Adobe shares in Q2 2022, an estimated $2.01M.
  • Insight Wealth Strategies first reported a position in Adobe in Q4 2018 and held it in 14 quarters.
  • Insight Wealth Strategies's Adobe position peaked at $4.71M in Q1 2021.
  • 2,280 funds tracked by Wall St. Rank held Adobe as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.