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Patriot Wealth Management’s Adobe ADBE Stock Holding History

Patriot 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
2018
Q4 		$7.43M Sell
32,823
-642
-2% -$155K 1.09% 38
2018
Q3 		$9.03M Buy
+33,465
New +$8.63M 1.14% 30

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Wealth Management's ADBE Position: Q4 2018 in Review

Patriot Wealth Management reduced its Adobe (ADBE) stake by 1.9% in Q4 2018, selling an estimated $155K and leaving 32,823 shares worth $7.43M. The position accounts for 1.09% of the portfolio, ranked #38.

Patriot Wealth Management first reported a position in ADBE in Q3 2018 and has held it in 2 quarters since. The position peaked at $9.03M in Q3 2018. 1,444 funds tracked by Wall St. Rank hold ADBE as of Q4 2018.

  • Patriot Wealth Management held 32,823 shares of Adobe worth $7.43M as of Q4 2018.
  • Patriot Wealth Management sold 642 Adobe shares in Q4 2018, an estimated $155K.
  • Adobe made up 1.09% of Patriot Wealth Management's portfolio in Q4 2018, its #38 holding.
  • Patriot Wealth Management first reported a position in Adobe in Q3 2018 and has held it in 2 quarters since.
  • Patriot Wealth Management's Adobe position peaked at $9.03M in Q3 2018.
  • 1,444 funds tracked by Wall St. Rank held Adobe as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.