TFO Wealth Partners’s Adobe ADBE Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-2	Closed	-$1.01K	–	64
2024 Q1	$1.01K	Hold	2	–	–	﹤0.01%	164
2023 Q4	$1.19K	Sell	2 -112	-98%	-$64.6K	﹤0.01%	172
2023 Q3	$55.7K	Buy	114 +6	+6%	+$3.15K	0.01%	86
2023 Q2	$52.8K	Buy	108 +106	+5,300%	+$42.7K	0.01%	77
2023 Q1	$771	Buy	2 +1	+100%	+$355	﹤0.01%	191
2022 Q4	$42	Buy	+1	New	+$320	﹤0.01%	869
2022 Q3	–	Sell	-30	Closed	-$11K	–	141
2022 Q2	$11K	Buy	+30	New	+$12.2K	﹤0.01%	114
2022 Q1	–	Sell	-52	Closed	-$34K	–	118
2021 Q4	$34K	Hold	52	–	–	0.01%	68
2021 Q3	$30K	Hold	52	–	–	0.01%	67
2021 Q2	$31K	Hold	52	–	–	0.01%	45
2021 Q1	$25K	Hold	52	–	–	0.01%	95
2020 Q4	$26K	Sell	52 -445	-90%	-$215K	0.01%	61
2020 Q3	$244K	Buy	497 +19	+4%	+$8.84K	0.09%	28
2020 Q2	$208K	Buy	478 +52	+12%	+$19.3K	0.08%	30
2020 Q1	$135K	Sell	426 -90	-17%	-$30.8K	0.06%	37
2019 Q4	$170K	Buy	+516	New	+$152K	0.16%	35

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's ADBE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Adobe (ADBE) in Q2 2024, closing a stake of 2 shares — an estimated $1.01K sold.

TFO Wealth Partners first reported a position in ADBE in Q4 2019 and held it in 16 quarters. The position peaked at $244K in Q3 2020. 2,757 funds tracked by Wall St. Rank hold ADBE as of Q2 2024.

TFO Wealth Partners reported no remaining Adobe position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Adobe shares in Q2 2024, an estimated $1.01K.
TFO Wealth Partners first reported a position in Adobe in Q4 2019 and held it in 16 quarters.
TFO Wealth Partners's Adobe position peaked at $244K in Q3 2020.
2,757 funds tracked by Wall St. Rank held Adobe as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.