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MWM
MinichMacGregor Wealth Management’s
Adobe
ADBE
Stock Holding History
MinichMacGregor 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
2023
Q1
–
Sell
-211
Closed
-$71K
–
103
2022
Q4
$71K
Buy
+211
New
+$67.5K
0.03%
152
2018
Q4
–
Sell
-52
Closed
-$14K
–
93
2018
Q3
$14K
Hold
52
–
–
0.01%
265
2018
Q2
$12K
Sell
52
-3
-5%
-$710
0.01%
278
2018
Q1
$11K
Hold
55
–
–
0.01%
287
2017
Q4
$9K
Sell
55
-19
-26%
-$3.27K
0.01%
313
2017
Q3
$11K
Sell
74
-3
-4%
-$448
0.01%
261
2017
Q2
$10K
Hold
77
–
–
0.01%
267
2017
Q1
$10K
Hold
77
–
–
0.01%
268
2016
Q4
$7K
Sell
77
-43
-36%
-$4.55K
0.01%
300
2016
Q3
$13K
Sell
120
-5
-4%
-$502
0.01%
228
2016
Q2
$11K
Buy
125
+17
+16%
+$1.63K
0.01%
240
2016
Q1
$10K
Sell
108
-16
-13%
-$1.39K
0.01%
243
2015
Q4
$9K
Buy
+124
New
+$11.1K
0.01%
238
Other funds holding ADBE
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Amundi
Paris, France
$367B AUM
31.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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