Legacy Financial Group (Iowa)’s Adobe ADBE Stock Holding History

Legacy Financial Group (Iowa)’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	–	Sell	-234	Closed	-$119K	–	34
2023 Q3	$119K	Buy	+234	New	+$123K	0.03%	119

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ADBE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Adobe (ADBE) in Q4 2023, closing a stake of 234 shares — an estimated $119K sold.

Legacy Financial Group (Iowa) first reported a position in ADBE in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 2,828 funds tracked by Wall St. Rank hold ADBE as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Adobe position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 234 Adobe shares in Q4 2023, an estimated $119K.
Legacy Financial Group (Iowa) first reported a position in Adobe in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Adobe position peaked at $119K in Q3 2023.
2,828 funds tracked by Wall St. Rank held Adobe as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.