Synovus Financial’s Adams Diversified Equity Fund ADX Stock Holding History

Synovus Financial’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-782	Closed	-$12K	–	713
2020 Q2	$12K	Hold	782	–	–	﹤0.01%	1177
2020 Q1	$10K	Hold	782	–	–	﹤0.01%	1552
2019 Q4	$12K	Hold	782	–	–	﹤0.01%	1178
2019 Q3	$12K	Hold	782	–	–	﹤0.01%	1154
2019 Q2	$12K	Hold	782	–	–	﹤0.01%	1084
2019 Q1	$11K	Hold	782	–	–	﹤0.01%	1096
2018 Q4	$10K	Buy	+782	New	+$11.5K	﹤0.01%	1075

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Synovus Financial's ADX Position: Q3 2020 in Review

Synovus Financial sold out of Adams Diversified Equity Fund (ADX) in Q3 2020, closing a stake of 782 shares — an estimated $12K sold.

Synovus Financial first reported a position in ADX in Q4 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2020. 121 funds tracked by Wall St. Rank hold ADX as of Q3 2020.

Synovus Financial reported no remaining Adams Diversified Equity Fund position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 782 Adams Diversified Equity Fund shares in Q3 2020, an estimated $12K.
Synovus Financial first reported a position in Adams Diversified Equity Fund in Q4 2018 and held it in 7 quarters.
Synovus Financial's Adams Diversified Equity Fund position peaked at $12K in Q2 2020.
121 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.