Tandem Wealth Advisors’s Adobe ADBE Stock Holding History

Tandem 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
2024 Q4	–	Sell	-677	Closed	-$351K	–	53
2024 Q3	$351K	Buy	677 +50	+8%	+$27.4K	0.18%	40
2024 Q2	$348K	Hold	627	–	–	0.19%	36
2024 Q1	$316K	Hold	627	–	–	0.17%	39
2023 Q4	$374K	Buy	627 +186	+42%	+$107K	0.22%	31
2023 Q3	$225K	Buy	441 +9	+2%	+$4.72K	0.14%	45
2023 Q2	$211K	Buy	+432	New	+$174K	0.13%	49

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tandem Wealth Advisors's ADBE Position: Q4 2024 in Review

Tandem Wealth Advisors sold out of Adobe (ADBE) in Q4 2024, closing a stake of 677 shares — an estimated $351K sold.

Tandem Wealth Advisors first reported a position in ADBE in Q2 2023 and held it in 6 quarters. The position peaked at $374K in Q4 2023. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

Tandem Wealth Advisors reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 677 Adobe shares in Q4 2024, an estimated $351K.
Tandem Wealth Advisors first reported a position in Adobe in Q2 2023 and held it in 6 quarters.
Tandem Wealth Advisors's Adobe position peaked at $374K in Q4 2023.
2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Tandem Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.