SVA Wealth Management’s Adobe ADBE Stock Holding History

SVA Wealth Management’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
2020 Q4	$1.88M	Sell	3,765 -557	-13%	-$269K	0.16%	102
2020 Q3	$2.12M	Buy	4,322 +3,510	+432%	+$1.63M	0.21%	90
2020 Q2	$353K	Sell	812 -13	-2%	-$4.82K	0.04%	164
2020 Q1	$263K	Hold	825	–	–	0.03%	171
2019 Q4	$272K	Hold	825	–	–	0.02%	183
2019 Q3	$228K	Hold	825	–	–	0.02%	188
2019 Q2	$243K	Sell	825 -82	-9%	-$22.8K	0.02%	191
2019 Q1	$242K	Hold	907	–	–	0.02%	194
2018 Q4	$205K	Hold	907	–	–	0.02%	198
2018 Q3	$245K	Buy	907 +82	+10%	+$21.1K	0.02%	200
2018 Q2	$201K	Buy	+825	New	+$195K	0.02%	206

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVA Wealth Management's ADBE Position: Q4 2020 in Review

SVA Wealth Management reduced its Adobe (ADBE) stake by 13% in Q4 2020, selling an estimated $269K and leaving 3,765 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #102.

SVA Wealth Management first reported a position in ADBE in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2020. 2,177 funds tracked by Wall St. Rank hold ADBE as of Q4 2020.

SVA Wealth Management held 3,765 shares of Adobe worth $1.88M as of Q4 2020.
SVA Wealth Management sold 557 Adobe shares in Q4 2020, an estimated $269K.
Adobe made up 0.16% of SVA Wealth Management's portfolio in Q4 2020, its #102 holding.
SVA Wealth Management first reported a position in Adobe in Q2 2018 and has held it in 11 quarters since.
SVA Wealth Management's Adobe position peaked at $2.12M in Q3 2020.
2,177 funds tracked by Wall St. Rank held Adobe as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.