Selective Wealth Management’s Adobe ADBE Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-209	Closed	-$58K	–	134
2022 Q3	$58K	Sell	209 -100	-32%	-$37.8K	0.02%	280
2022 Q2	$113K	Hold	309	–	–	0.04%	202
2022 Q1	$141K	Sell	309 -25	-7%	-$12K	0.05%	169
2021 Q4	$189K	Hold	334	–	–	0.08%	125
2021 Q3	$192K	Buy	334 +225	+206%	+$142K	0.1%	109
2021 Q2	$64K	Buy	109 +75	+221%	+$38.7K	0.05%	162
2021 Q1	$16K	Hold	34	–	–	0.01%	210
2020 Q4	$17K	Hold	34	–	–	0.01%	196
2020 Q3	$17K	Hold	34	–	–	0.01%	165
2020 Q2	$15K	Hold	34	–	–	0.01%	201
2020 Q1	$11K	Hold	34	–	–	0.02%	144
2019 Q4	$11K	Hold	34	–	–	0.01%	152
2019 Q3	$9K	Buy	+34	New	+$9.93K	0.01%	169

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's ADBE Position: Q4 2022 in Review

Selective Wealth Management sold out of Adobe (ADBE) in Q4 2022, closing a stake of 209 shares — an estimated $58K sold.

Selective Wealth Management first reported a position in ADBE in Q3 2019 and held it in 13 quarters. The position peaked at $192K in Q3 2021. 2,308 funds tracked by Wall St. Rank hold ADBE as of Q4 2022.

Selective Wealth Management reported no remaining Adobe position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 209 Adobe shares in Q4 2022, an estimated $58K.
Selective Wealth Management first reported a position in Adobe in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Adobe position peaked at $192K in Q3 2021.
2,308 funds tracked by Wall St. Rank held Adobe as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.