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Triad Financial Advisors’s Adobe ADBE Stock Holding History

Triad Financial 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
2023
Q3 		$472K Buy
926
+52
+6% +$27.3K 0.17% 51
2023
Q2 		$427K Buy
874
+5
+0.6% +$2.01K 0.18% 54
2023
Q1 		$335K Buy
869
+1
+0.1% +$355 0.15% 64
2022
Q4 		$292K Buy
+868
New +$278K 0.13% 81

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Financial Advisors's ADBE Position: Q3 2023 in Review

Triad Financial Advisors increased its Adobe (ADBE) stake by 5.9% in Q3 2023, buying an estimated $27.3K and bringing the position to 926 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #51.

Triad Financial Advisors first reported a position in ADBE in Q4 2022 and has held it in 4 quarters since. 2,615 funds tracked by Wall St. Rank hold ADBE as of Q3 2023.

  • Triad Financial Advisors held 926 shares of Adobe worth $472K as of Q3 2023.
  • Triad Financial Advisors bought 52 Adobe shares in Q3 2023, an estimated $27.3K.
  • Adobe made up 0.17% of Triad Financial Advisors's portfolio in Q3 2023, its #51 holding.
  • Triad Financial Advisors first reported a position in Adobe in Q4 2022 and has held it in 4 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Adobe as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.