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Laurel Wealth Planning’s Adobe ADBE Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-160
Closed -$53.8K – 62
2022
Q4 		$53.8K Sell
160
-400
-71% -$128K 0.03% 106
2022
Q3 		$154K Hold
560
– – 0.11% 61
2022
Q2 		$205K Sell
560
-615
-52% -$250K 0.14% 60
2022
Q1 		$535K Buy
+1,175
New +$565K 0.36% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Laurel Wealth Planning's ADBE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Adobe (ADBE) in Q1 2023, closing a stake of 160 shares — an estimated $53.8K sold.

Laurel Wealth Planning first reported a position in ADBE in Q1 2022 and held it in 4 quarters. The position peaked at $535K in Q1 2022. 2,327 funds tracked by Wall St. Rank hold ADBE as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Adobe position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 160 Adobe shares in Q1 2023, an estimated $53.8K.
  • Laurel Wealth Planning first reported a position in Adobe in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Adobe position peaked at $535K in Q1 2022.
  • 2,327 funds tracked by Wall St. Rank held Adobe as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.