SeaCrest Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,947	Closed	-$30K	–	636
2022 Q2	$30K	Buy	+1,947	New	+$32.3K	﹤0.01%	1324

Other funds holding ADX

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SeaCrest Wealth Management's ADX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q3 2022, closing a stake of 1,947 shares — an estimated $30K sold.

SeaCrest Wealth Management first reported a position in ADX in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 149 funds tracked by Wall St. Rank hold ADX as of Q3 2022.

SeaCrest Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,947 Adams Diversified Equity Fund shares in Q3 2022, an estimated $30K.
SeaCrest Wealth Management first reported a position in Adams Diversified Equity Fund in Q2 2022 and held it in 1 quarter.
SeaCrest Wealth Management's Adams Diversified Equity Fund position peaked at $30K in Q2 2022.
149 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.