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Safeguard Investment Advisory Group’s Adams Diversified Equity Fund ADX Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-467
Closed -$8K – 91
2020
Q4 		$8K Buy
+467
New +$7.84K 0.01% 440

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PPA
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Safeguard Investment Advisory Group's ADX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Adams Diversified Equity Fund (ADX) in Q1 2021, closing a stake of 467 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in ADX in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 135 funds tracked by Wall St. Rank hold ADX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Adams Diversified Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 467 Adams Diversified Equity Fund shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Adams Diversified Equity Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Adams Diversified Equity Fund position peaked at $8K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.