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RE Dickinson Investment Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$58K Hold
288
– – ﹤0.01% 187
2024
Q3 		$6.21K Hold
288
– – ﹤0.01% 177
2024
Q2 		$6.19K Hold
288
– – ﹤0.01% 174
2024
Q1 		$6K Hold
288
– – ﹤0.01% 173
2023
Q4 		$5K Hold
288
– – ﹤0.01% 182
2023
Q3 		$5K Hold
288
– – ﹤0.01% 197
2023
Q2 		$5K Hold
288
– – ﹤0.01% 281
2023
Q1 		$4K Hold
288
– – ﹤0.01% 314
2022
Q4 		$4K Buy
+288
New +$4.36K ﹤0.01% 299
2022
Q3 		– Sell
-288
Closed -$4 – 258
2022
Q2 		$4 Buy
+288
New +$4.78K ﹤0.01% 209
2022
Q1 		– Sell
-288
Closed -$6K – 278
2021
Q4 		$6K Buy
+288
New +$5.79K ﹤0.01% 200

Other funds holding ADX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return