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Thurston Springer Miller Herd & Titak’s Adams Diversified Equity Fund ADX Stock Holding History

Thurston Springer Miller Herd & Titak’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
2024
Q2 		– Sell
-784
Closed -$15.3K – 1531
2024
Q1 		$15.3K Buy
+784
New +$14.6K 0.01% 108

Other funds holding ADX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ADX Position: Q2 2024 in Review

Thurston Springer Miller Herd & Titak sold out of Adams Diversified Equity Fund (ADX) in Q2 2024, closing a stake of 784 shares — an estimated $15.3K sold.

Thurston Springer Miller Herd & Titak first reported a position in ADX in Q1 2024 and held it in 1 quarter. The position peaked at $15.3K in Q1 2024. 159 funds tracked by Wall St. Rank hold ADX as of Q2 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining Adams Diversified Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 784 Adams Diversified Equity Fund shares in Q2 2024, an estimated $15.3K.
  • Thurston Springer Miller Herd & Titak first reported a position in Adams Diversified Equity Fund in Q1 2024 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's Adams Diversified Equity Fund position peaked at $15.3K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2024, filed 5 Jul 2024.