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Legacy Investment Solutions’s Adams Diversified Equity Fund ADX Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-792
Closed -$17.8K – 753
2024
Q3 		$17.8K Buy
+792
New +$16.8K 0.01% 240

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Royal Bank of Canada
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Allspring Global Investments
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Legacy Investment Solutions's ADX Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Adams Diversified Equity Fund (ADX) in Q4 2024, closing a stake of 792 shares — an estimated $17.8K sold.

Legacy Investment Solutions first reported a position in ADX in Q3 2024 and held it in 1 quarter. The position peaked at $17.8K in Q3 2024. 184 funds tracked by Wall St. Rank hold ADX as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Adams Diversified Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 792 Adams Diversified Equity Fund shares in Q4 2024, an estimated $17.8K.
  • Legacy Investment Solutions first reported a position in Adams Diversified Equity Fund in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Adams Diversified Equity Fund position peaked at $17.8K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.