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Peak Financial Management’s Adobe ADBE Stock Holding History

Peak Financial 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
2022
Q1 		– Sell
-355
Closed -$201K – 76
2021
Q4 		$201K Buy
+355
New +$222K 0.07% 76
2021
Q3 		– Sell
-421
Closed -$247K – 72
2021
Q2 		$247K Sell
421
-20
-5% -$10.3K 0.08% 66
2021
Q1 		$210K Buy
+441
New +$206K 0.08% 71

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Peak Financial Management's ADBE Position: Q1 2022 in Review

Peak Financial Management sold out of Adobe (ADBE) in Q1 2022, closing a stake of 355 shares — an estimated $201K sold.

Peak Financial Management first reported a position in ADBE in Q1 2021 and held it in 3 quarters. The position peaked at $247K in Q2 2021. 2,392 funds tracked by Wall St. Rank hold ADBE as of Q1 2022.

  • Peak Financial Management reported no remaining Adobe position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Management sold 355 Adobe shares in Q1 2022, an estimated $201K.
  • Peak Financial Management first reported a position in Adobe in Q1 2021 and held it in 3 quarters.
  • Peak Financial Management's Adobe position peaked at $247K in Q2 2021.
  • 2,392 funds tracked by Wall St. Rank held Adobe as of Q1 2022.

Based on Peak Financial Management's 13F filing for Q1 2022, filed 20 Apr 2022.