MCI
ADX icon

MRP Capital Investments’s Adams Diversified Equity Fund ADX Stock Holding History

MRP Capital Investments’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
2023
Q1 		– Sell
-106
Closed -$1.55K – 225
2022
Q4 		$1.55K Buy
+106
New +$1.6K ﹤0.01% 211

Other funds holding ADX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MRP Capital Investments's ADX Position: Q1 2023 in Review

MRP Capital Investments sold out of Adams Diversified Equity Fund (ADX) in Q1 2023, closing a stake of 106 shares — an estimated $1.55K sold.

MRP Capital Investments first reported a position in ADX in Q4 2022 and held it in 1 quarter. The position peaked at $1.55K in Q4 2022. 156 funds tracked by Wall St. Rank hold ADX as of Q1 2023.

  • MRP Capital Investments reported no remaining Adams Diversified Equity Fund position as of Q1 2023 after selling out during the quarter.
  • MRP Capital Investments sold 106 Adams Diversified Equity Fund shares in Q1 2023, an estimated $1.55K.
  • MRP Capital Investments first reported a position in Adams Diversified Equity Fund in Q4 2022 and held it in 1 quarter.
  • MRP Capital Investments's Adams Diversified Equity Fund position peaked at $1.55K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2023.

Based on MRP Capital Investments's 13F filing for Q1 2023, filed 12 May 2023.