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Sound View Wealth Advisors’s Adobe ADBE Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$272K Sell
1,019
-45
-4% -$11.3K 0.09% 198
2018
Q4 		$241K Buy
+1,064
New +$257K 0.09% 203

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's ADBE Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Adobe (ADBE) stake by 4.2% in Q1 2019, selling an estimated $11.3K and leaving 1,019 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #198.

Sound View Wealth Advisors first reported a position in ADBE in Q4 2018 and has held it in 2 quarters since. 1,506 funds tracked by Wall St. Rank hold ADBE as of Q1 2019.

  • Sound View Wealth Advisors held 1,019 shares of Adobe worth $272K as of Q1 2019.
  • Sound View Wealth Advisors sold 45 Adobe shares in Q1 2019, an estimated $11.3K.
  • Adobe made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #198 holding.
  • Sound View Wealth Advisors first reported a position in Adobe in Q4 2018 and has held it in 2 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Adobe as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.