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TRUE Private Wealth Advisors’s Adobe ADBE Stock Holding History

TRUE Private 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
-403
Closed -$209K – 225
2024
Q3 		$209K Sell
403
-276
-41% -$151K 0.02% 204
2024
Q2 		$377K Sell
679
-186
-22% -$90.1K 0.04% 198
2024
Q1 		$436K Buy
865
+23
+3% +$13.2K 0.05% 179
2023
Q4 		$502K Buy
842
+1
+0.1% +$577 0.06% 156
2023
Q3 		$429K Buy
841
+240
+40% +$126K 0.06% 158
2023
Q2 		$294K Buy
+601
New +$242K 0.04% 174
2022
Q3 		– Sell
-839
Closed -$307K – 221
2022
Q2 		$307K Sell
839
-38
-4% -$15.5K 0.04% 159
2022
Q1 		$371K Buy
877
+83
+10% +$39.9K 0.05% 154
2021
Q4 		$450K Sell
794
-375
-32% -$234K 0.06% 157
2021
Q3 		$673K Buy
1,169
+3
+0.3% +$1.89K 0.1% 120
2021
Q2 		$682K Sell
1,166
-14
-1% -$7.22K 0.1% 119
2021
Q1 		$561K Sell
1,180
-84
-7% -$39.3K 0.09% 126
2020
Q4 		$632K Buy
1,264
+15
+1% +$7.25K 0.11% 107
2020
Q3 		$612K Buy
1,249
+77
+7% +$35.8K 0.1% 100
2020
Q2 		$510K Buy
1,172
+277
+31% +$103K 0.09% 114
2020
Q1 		$284K Sell
895
-506
-36% -$173K 0.06% 131
2019
Q4 		$462K Buy
+1,401
New +$412K 0.07% 138
2019
Q3 		– Sell
-722
Closed -$212K – 213
2019
Q2 		$212K Buy
+722
New +$201K 0.04% 184
2019
Q1 		– Sell
-4,479
Closed -$1.01M – 205
2018
Q4 		$1.01M Sell
4,479
-575
-11% -$139K 0.18% 87
2018
Q3 		$1.36M Buy
5,054
+11
+0.2% +$2.84K 0.19% 83
2018
Q2 		$1.23M Buy
5,043
+406
+9% +$96K 0.19% 81
2018
Q1 		$1M Buy
4,637
+808
+21% +$164K 0.17% 86
2017
Q4 		$670K Buy
+3,829
New +$659K 0.12% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TRUE Private Wealth Advisors's ADBE Position: Q4 2024 in Review

TRUE Private Wealth Advisors sold out of Adobe (ADBE) in Q4 2024, closing a stake of 403 shares — an estimated $209K sold.

TRUE Private Wealth Advisors first reported a position in ADBE in Q4 2017 and held it in 23 quarters. The position peaked at $1.36M in Q3 2018. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

  • TRUE Private Wealth Advisors reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 403 Adobe shares in Q4 2024, an estimated $209K.
  • TRUE Private Wealth Advisors first reported a position in Adobe in Q4 2017 and held it in 23 quarters.
  • TRUE Private Wealth Advisors's Adobe position peaked at $1.36M in Q3 2018.
  • 2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

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