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Landmark Financial Advisors’s Adobe ADBE Stock Holding History

Landmark Financial 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
2023
Q4 		$297K Sell
498
-25
-5% -$14.4K 0.11% 77
2023
Q3 		$267K Buy
523
+62
+13% +$32.5K 0.11% 79
2023
Q2 		$225K Buy
+461
New +$186K 0.09% 84

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Landmark Financial Advisors's ADBE Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Adobe (ADBE) stake by 4.8% in Q4 2023, selling an estimated $14.4K and leaving 498 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #77.

Landmark Financial Advisors first reported a position in ADBE in Q2 2023 and has held it in 3 quarters since. 2,833 funds tracked by Wall St. Rank hold ADBE as of Q4 2023.

  • Landmark Financial Advisors held 498 shares of Adobe worth $297K as of Q4 2023.
  • Landmark Financial Advisors sold 25 Adobe shares in Q4 2023, an estimated $14.4K.
  • Adobe made up 0.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #77 holding.
  • Landmark Financial Advisors first reported a position in Adobe in Q2 2023 and has held it in 3 quarters since.
  • 2,833 funds tracked by Wall St. Rank held Adobe as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.