SMART Wealth’s Adobe ADBE Stock Holding History

SMART Wealth’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	-631	Closed	-$327K	–	147
2024 Q3	$327K	Sell	631 -130	-17%	-$71.3K	0.13%	109
2024 Q2	$423K	Buy	761 +88	+13%	+$42.6K	0.17%	87
2024 Q1	$340K	Buy	673 +106	+19%	+$60.8K	0.15%	86
2023 Q4	$338K	Buy	567 +161	+40%	+$92.9K	0.18%	58
2023 Q3	$207K	Buy	+406	New	+$213K	0.16%	67

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

SMART Wealth's ADBE Position: Q4 2024 in Review

SMART Wealth sold out of Adobe (ADBE) in Q4 2024, closing a stake of 631 shares — an estimated $327K sold.

SMART Wealth first reported a position in ADBE in Q3 2023 and held it in 5 quarters. The position peaked at $423K in Q2 2024. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

SMART Wealth reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
SMART Wealth sold 631 Adobe shares in Q4 2024, an estimated $327K.
SMART Wealth first reported a position in Adobe in Q3 2023 and held it in 5 quarters.
SMART Wealth's Adobe position peaked at $423K in Q2 2024.
2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.