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Sutton Wealth Advisors’s Adobe ADBE Stock Holding History

Sutton 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
2023
Q3 		$259K Buy
508
+25
+5% +$13.1K 0.13% 92
2023
Q2 		$236K Buy
483
+233
+93% +$93.9K 0.11% 93
2023
Q1 		$96.3K Sell
250
-1,085
-81% -$386K 0.05% 162
2022
Q4 		$449K Sell
1,335
-113
-8% -$36.1K 0.17% 91
2022
Q3 		$398K Buy
1,448
+142
+11% +$53.7K 0.16% 95
2022
Q2 		$478K Buy
1,306
+25
+2% +$10.2K 0.19% 83
2022
Q1 		$584K Buy
1,281
+6
+0.5% +$2.89K 0.2% 79
2021
Q4 		$723K Sell
1,275
-1
-0.1% -$625 0.24% 70
2021
Q3 		$735K Buy
1,276
+4
+0.3% +$2.52K 0.27% 64
2021
Q2 		$745K Hold
1,272
– – 0.27% 64
2021
Q1 		$605K Buy
1,272
+15
+1% +$7.01K 0.24% 72
2020
Q4 		$629K Buy
1,257
+13
+1% +$6.28K 0.27% 65
2020
Q3 		$610K Hold
1,244
– – 0.3% 62
2020
Q2 		$542K Sell
1,244
-57
-4% -$21.1K 0.28% 61
2020
Q1 		$414K Buy
1,301
+9
+0.7% +$3.08K 0.26% 68
2019
Q4 		$426K Hold
1,292
– – 0.22% 78
2019
Q3 		$357K Hold
1,292
– – 0.2% 87
2019
Q2 		$381K Buy
1,292
+11
+0.9% +$3.06K 0.22% 84
2019
Q1 		$341K Buy
1,281
+7
+0.5% +$1.76K 0.2% 91
2018
Q4 		$288K Buy
1,274
+77
+6% +$18.6K 0.19% 95
2018
Q3 		$323K Hold
1,197
– – 0.21% 86
2018
Q2 		$292K Hold
1,197
– – 0.2% 85
2018
Q1 		$259K Hold
1,197
– – 0.19% 95
2017
Q4 		$210K Hold
1,197
– – 0.15% 121
2017
Q3 		$179K Hold
1,197
– – 0.14% 128
2017
Q2 		$169K Buy
1,197
+33
+3% +$4.52K 0.13% 135
2017
Q1 		$151K Hold
1,164
– – 0.13% 139
2016
Q4 		$120K Sell
1,164
-69
-6% -$7.3K 0.11% 164
2016
Q3 		$134K Buy
1,233
+30
+2% +$3.01K 0.12% 138
2016
Q2 		$115K Hold
1,203
– – 0.11% 161
2016
Q1 		$113K Buy
+1,203
New +$104K 0.11% 165

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Wealth Advisors's ADBE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Adobe (ADBE) stake by 5.2% in Q3 2023, buying an estimated $13.1K and bringing the position to 508 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #92.

Sutton Wealth Advisors first reported a position in ADBE in Q1 2016 and has held it in 31 quarters since. The position peaked at $745K in Q2 2021. 2,616 funds tracked by Wall St. Rank hold ADBE as of Q3 2023.

  • Sutton Wealth Advisors held 508 shares of Adobe worth $259K as of Q3 2023.
  • Sutton Wealth Advisors bought 25 Adobe shares in Q3 2023, an estimated $13.1K.
  • Adobe made up 0.13% of Sutton Wealth Advisors's portfolio in Q3 2023, its #92 holding.
  • Sutton Wealth Advisors first reported a position in Adobe in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Adobe position peaked at $745K in Q2 2021.
  • 2,616 funds tracked by Wall St. Rank held Adobe as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.