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Legacy Wealth Management (Idaho)’s Adams Diversified Equity Fund ADX Stock Holding History

Legacy Wealth Management (Idaho)’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

Other funds holding ADX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ADX Position: Q4 2024 in Review

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

Legacy Wealth Management (Idaho) 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 Wealth Management (Idaho) reported no remaining Adams Diversified Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 792 Adams Diversified Equity Fund shares in Q4 2024, an estimated $17.8K.
  • Legacy Wealth Management (Idaho) first reported a position in Adams Diversified Equity Fund in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'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 Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.