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TFC Financial Management’s Adams Diversified Equity Fund ADX Stock Holding History

TFC Financial Management’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
Q4 		– Sell
-992
Closed -$16K – 554
2020
Q3 		$16K Buy
+992
New +$15.9K 0.01% 250

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PPA
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Cohen & Steers
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BBPWM
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SIA
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RJA
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RJFSA
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MC
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TFC Financial Management's ADX Position: Q4 2020 in Review

TFC Financial Management sold out of Adams Diversified Equity Fund (ADX) in Q4 2020, closing a stake of 992 shares — an estimated $16K sold.

TFC Financial Management first reported a position in ADX in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 136 funds tracked by Wall St. Rank hold ADX as of Q4 2020.

  • TFC Financial Management reported no remaining Adams Diversified Equity Fund position as of Q4 2020 after selling out during the quarter.
  • TFC Financial Management sold 992 Adams Diversified Equity Fund shares in Q4 2020, an estimated $16K.
  • TFC Financial Management first reported a position in Adams Diversified Equity Fund in Q3 2020 and held it in 1 quarter.
  • TFC Financial Management's Adams Diversified Equity Fund position peaked at $16K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2020.

Based on TFC Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.