Summit Wealth Group’s Adobe ADBE Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-23,893	Closed	–	–	82
2023 Q1	$0	Buy	+23,893	New	+$8.49M	﹤0.01%	154
2021 Q3	–	Sell	-102	Closed	-$60K	–	48
2021 Q2	$60K	Hold	102	–	–	0.09%	47
2021 Q1	$48K	Buy	+102	New	+$47.7K	0.08%	48

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Summit Wealth Group's ADBE Position: Q2 2023 in Review

Summit Wealth Group sold out of Adobe (ADBE) in Q2 2023, closing a stake of 23,893 shares.

Summit Wealth Group first reported a position in ADBE in Q1 2021 and held it in 3 quarters. The position peaked at $60K in Q2 2021. 2,522 funds tracked by Wall St. Rank hold ADBE as of Q2 2023.

Summit Wealth Group reported no remaining Adobe position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 23,893 Adobe shares in Q2 2023.
Summit Wealth Group first reported a position in Adobe in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Adobe position peaked at $60K in Q2 2021.
2,522 funds tracked by Wall St. Rank held Adobe as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.