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Milestone Investment Advisors’s Adobe ADBE Stock Holding History

Milestone Investment Advisors’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
-379
Closed -$193K – 133
2023
Q3 		$193K Buy
+379
New +$199K 0.06% 107
2023
Q2 		– Sell
-475
Closed -$183K – 129
2023
Q1 		$183K Buy
+475
New +$169K 0.06% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Milestone Investment Advisors's ADBE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Adobe (ADBE) in Q4 2023, closing a stake of 379 shares — an estimated $193K sold.

Milestone Investment Advisors first reported a position in ADBE in Q1 2023 and held it in 2 quarters. The position peaked at $193K in Q3 2023. 2,828 funds tracked by Wall St. Rank hold ADBE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Adobe position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 379 Adobe shares in Q4 2023, an estimated $193K.
  • Milestone Investment Advisors first reported a position in Adobe in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Adobe position peaked at $193K in Q3 2023.
  • 2,828 funds tracked by Wall St. Rank held Adobe as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.