U.S. Capital Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-354	Closed	-$5.15K	–	646
2022 Q4	$5.15K	Buy	+354	New	+$5.36K	﹤0.01%	1378

Other funds holding ADX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's ADX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q1 2023, closing a stake of 354 shares — an estimated $5.15K sold.

U.S. Capital Wealth Advisors first reported a position in ADX in Q4 2022 and held it in 1 quarter. The position peaked at $5.15K in Q4 2022. 156 funds tracked by Wall St. Rank hold ADX as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 354 Adams Diversified Equity Fund shares in Q1 2023, an estimated $5.15K.
U.S. Capital Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Adams Diversified Equity Fund position peaked at $5.15K in Q4 2022.
156 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.