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

Richwood 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
2022
Q1 		– Sell
-229
Closed -$4K – 118
2021
Q4 		$4K Buy
+229
New +$4.6K ﹤0.01% 249

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1CP
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Cohen & Steers
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Richwood Investment Advisors's ADX Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Adams Diversified Equity Fund (ADX) in Q1 2022, closing a stake of 229 shares — an estimated $4K sold.

Richwood Investment Advisors first reported a position in ADX in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 143 funds tracked by Wall St. Rank hold ADX as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Adams Diversified Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 229 Adams Diversified Equity Fund shares in Q1 2022, an estimated $4K.
  • Richwood Investment Advisors first reported a position in Adams Diversified Equity Fund in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Adams Diversified Equity Fund position peaked at $4K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.