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Monumental Financial Group’s Adobe ADBE Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-3,458
Closed -$1.33M – 47
2023
Q1 		$1.33M Buy
3,458
+110
+3% +$39.1K 0.95% 19
2022
Q4 		$1.13M Buy
3,348
+1,858
+125% +$594K 0.91% 21
2022
Q3 		$410K Buy
1,490
+421
+39% +$159K 0.39% 24
2022
Q2 		$391K Buy
+1,069
New +$435K 0.36% 29
2021
Q2 		– Sell
-1,576
Closed -$749K – 99
2021
Q1 		$749K Buy
+1,576
New +$737K 0.72% 22

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Monumental Financial Group's ADBE Position: Q2 2023 in Review

Monumental Financial Group sold out of Adobe (ADBE) in Q2 2023, closing a stake of 3,458 shares — an estimated $1.33M sold.

Monumental Financial Group first reported a position in ADBE in Q1 2021 and held it in 5 quarters. The position peaked at $1.33M in Q1 2023. 2,523 funds tracked by Wall St. Rank hold ADBE as of Q2 2023.

  • Monumental Financial Group reported no remaining Adobe position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 3,458 Adobe shares in Q2 2023, an estimated $1.33M.
  • Monumental Financial Group first reported a position in Adobe in Q1 2021 and held it in 5 quarters.
  • Monumental Financial Group's Adobe position peaked at $1.33M in Q1 2023.
  • 2,523 funds tracked by Wall St. Rank held Adobe as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.