ShoreHaven Wealth Partners’s Adams Diversified Equity Fund ADX Stock Holding History

ShoreHaven Wealth Partners’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 Q2	–	Sell	-27	Closed	–	–	58
2021 Q1	$0	Hold	27	–	–	﹤0.01%	276
2020 Q4	$1K	Buy	+27	New	+$453	﹤0.01%	233

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJFSA

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

ShoreHaven Wealth Partners's ADX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Adams Diversified Equity Fund (ADX) in Q2 2021, closing a stake of 27 shares.

ShoreHaven Wealth Partners first reported a position in ADX in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 140 funds tracked by Wall St. Rank hold ADX as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Adams Diversified Equity Fund position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 27 Adams Diversified Equity Fund shares in Q2 2021.
ShoreHaven Wealth Partners first reported a position in Adams Diversified Equity Fund in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Adams Diversified Equity Fund position peaked at $1K in Q4 2020.
140 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.