JWM
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Jeppson Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-500
Closed -$8K – 140
2020
Q3 		$8K Buy
+500
New +$7.99K 0.01% 406

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Cohen & Steers
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BBPWM
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SIA
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RJA
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RJFSA
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MC
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Jeppson Wealth Management's ADX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q4 2020, closing a stake of 500 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in ADX in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 136 funds tracked by Wall St. Rank hold ADX as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 500 Adams Diversified Equity Fund shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in Adams Diversified Equity Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Adams Diversified Equity Fund position peaked at $8K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.