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Milestone Wealth’s Adobe ADBE Stock Holding History

Milestone Wealth’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
2022
Q3 		$32K Hold
116
– – 0.04% 131
2022
Q2 		$42K Sell
116
-21
-15% -$8.55K 0.04% 118
2022
Q1 		$77K Hold
137
– – 0.06% 99
2021
Q4 		$77K Buy
+137
New +$85.6K 0.06% 99

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's ADBE Position: Q3 2022 in Review

Milestone Wealth held its Adobe (ADBE) position steady in Q3 2022 at 116 shares worth $32K. The position accounts for 0.04% of the portfolio, ranked #131.

Milestone Wealth first reported a position in ADBE in Q4 2021 and has held it in 4 quarters since. The position peaked at $77K in Q1 2022. 2,162 funds tracked by Wall St. Rank hold ADBE as of Q3 2022.

  • Milestone Wealth held 116 shares of Adobe worth $32K as of Q3 2022.
  • Milestone Wealth left its Adobe share count unchanged in Q3 2022.
  • Adobe made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #131 holding.
  • Milestone Wealth first reported a position in Adobe in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Adobe position peaked at $77K in Q1 2022.
  • 2,162 funds tracked by Wall St. Rank held Adobe as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.