Safeguard Financial’s Adobe ADBE Stock Holding History

Safeguard Financial’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
2024 Q4	–	Sell	-502	Closed	-$260K	–	115
2024 Q3	$260K	Buy	+502	New	+$275K	0.06%	101
2023 Q3	–	Sell	-82	Closed	-$40K	–	78
2023 Q2	$40K	Buy	+82	New	+$33K	0.02%	174

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Safeguard Financial's ADBE Position: Q4 2024 in Review

Safeguard Financial sold out of Adobe (ADBE) in Q4 2024, closing a stake of 502 shares — an estimated $260K sold.

Safeguard Financial first reported a position in ADBE in Q2 2023 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

Safeguard Financial reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
Safeguard Financial sold 502 Adobe shares in Q4 2024, an estimated $260K.
Safeguard Financial first reported a position in Adobe in Q2 2023 and held it in 2 quarters.
Safeguard Financial's Adobe position peaked at $260K in Q3 2024.
2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.