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McGlone Suttner Wealth Management’s Adobe ADBE Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-193
Closed -$115K – 176
2023
Q4 		$115K Buy
+193
New +$111K 0.02% 197

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

McGlone Suttner Wealth Management's ADBE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Adobe (ADBE) in Q1 2024, closing a stake of 193 shares — an estimated $115K sold.

McGlone Suttner Wealth Management first reported a position in ADBE in Q4 2023 and held it in 1 quarter. The position peaked at $115K in Q4 2023. 2,775 funds tracked by Wall St. Rank hold ADBE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Adobe position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 193 Adobe shares in Q1 2024, an estimated $115K.
  • McGlone Suttner Wealth Management first reported a position in Adobe in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Adobe position peaked at $115K in Q4 2023.
  • 2,775 funds tracked by Wall St. Rank held Adobe as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.