Surience Private Wealth’s Adobe ADBE Stock Holding History

Surience Private 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 Q1	–	Sell	-6,483	Closed	-$3.87M	–	31
2023 Q4	$3.87M	Buy	+6,483	New	+$3.74M	3.93%	14

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Surience Private Wealth's ADBE Position: Q1 2024 in Review

Surience Private Wealth sold out of Adobe (ADBE) in Q1 2024, closing a stake of 6,483 shares — an estimated $3.87M sold.

Surience Private Wealth first reported a position in ADBE in Q4 2023 and held it in 1 quarter. The position peaked at $3.87M in Q4 2023. 2,774 funds tracked by Wall St. Rank hold ADBE as of Q1 2024.

Surience Private Wealth reported no remaining Adobe position as of Q1 2024 after selling out during the quarter.
Surience Private Wealth sold 6,483 Adobe shares in Q1 2024, an estimated $3.87M.
Surience Private Wealth first reported a position in Adobe in Q4 2023 and held it in 1 quarter.
Surience Private Wealth's Adobe position peaked at $3.87M in Q4 2023.
2,774 funds tracked by Wall St. Rank held Adobe as of Q1 2024.

Based on Surience Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.