Investmark Advisory Group’s Adobe ADBE Stock Holding History

Investmark Advisory Group’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	-442	Closed	-$229K	–	116
2024 Q3	$229K	Hold	442	–	–	0.11%	111
2024 Q2	$246K	Buy	+442	New	+$214K	0.13%	98
2024 Q1	–	Sell	-368	Closed	-$220K	–	117
2023 Q4	$220K	Buy	+368	New	+$212K	0.13%	105
2022 Q1	–	Sell	-36	Closed	-$20K	–	93
2021 Q4	$20K	Buy	+36	New	+$22.5K	0.02%	216

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Investmark Advisory Group's ADBE Position: Q4 2024 in Review

Investmark Advisory Group sold out of Adobe (ADBE) in Q4 2024, closing a stake of 442 shares — an estimated $229K sold.

Investmark Advisory Group first reported a position in ADBE in Q4 2021 and held it in 4 quarters. The position peaked at $246K in Q2 2024. 2,861 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

Investmark Advisory Group reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
Investmark Advisory Group sold 442 Adobe shares in Q4 2024, an estimated $229K.
Investmark Advisory Group first reported a position in Adobe in Q4 2021 and held it in 4 quarters.
Investmark Advisory Group's Adobe position peaked at $246K in Q2 2024.
2,861 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Investmark Advisory Group's 13F filing for Q4 2024, filed 18 Feb 2025.