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Meeder Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Meeder Asset Management’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
2022
Q4 		– Sell
-295
Closed -$4K – 803
2022
Q3 		$4K Buy
+295
New +$4.75K ﹤0.01% 1609

Other funds holding ADX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meeder Asset Management's ADX Position: Q4 2022 in Review

Meeder Asset Management sold out of Adams Diversified Equity Fund (ADX) in Q4 2022, closing a stake of 295 shares — an estimated $4K sold.

Meeder Asset Management first reported a position in ADX in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 166 funds tracked by Wall St. Rank hold ADX as of Q4 2022.

  • Meeder Asset Management reported no remaining Adams Diversified Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 295 Adams Diversified Equity Fund shares in Q4 2022, an estimated $4K.
  • Meeder Asset Management first reported a position in Adams Diversified Equity Fund in Q3 2022 and held it in 1 quarter.
  • Meeder Asset Management's Adams Diversified Equity Fund position peaked at $4K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.