Piershale Financial Group’s Adams Diversified Equity Fund ADX Stock Holding History

Piershale Financial Group’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 Q2	$32.3K	Buy	1,920 +6	+0.3%	+$95	0.02%	53
2023 Q1	$29.8K	Buy	1,914 +4	+0.2%	+$61	0.02%	49
2022 Q4	$27.8K	Buy	+1,910	New	+$28.9K	0.02%	50

Other funds holding ADX

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Piershale Financial Group's ADX Position: Q2 2023 in Review

Piershale Financial Group increased its Adams Diversified Equity Fund (ADX) stake by 0.31% in Q2 2023, buying an estimated $95 and bringing the position to 1,920 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #53.

Piershale Financial Group first reported a position in ADX in Q4 2022 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold ADX as of Q2 2023.

Piershale Financial Group held 1,920 shares of Adams Diversified Equity Fund worth $32.3K as of Q2 2023.
Piershale Financial Group bought 6 Adams Diversified Equity Fund shares in Q2 2023, an estimated $95.
Adams Diversified Equity Fund made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #53 holding.
Piershale Financial Group first reported a position in Adams Diversified Equity Fund in Q4 2022 and has held it in 3 quarters since.
164 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.