Walled Lake Planning & Wealth Management’s Adobe ADBE Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-237	Closed	-$136K	–	105
2021 Q3	$136K	Buy	237 +100	+73%	+$62.9K	0.08%	96
2021 Q2	$80K	Hold	137	–	–	0.05%	133
2021 Q1	$65K	Hold	137	–	–	0.05%	136
2020 Q4	$69K	Hold	137	–	–	0.05%	118
2020 Q3	$67K	Hold	137	–	–	0.05%	111
2020 Q2	$60K	Hold	137	–	–	0.05%	102
2020 Q1	$44K	Hold	137	–	–	0.04%	105
2019 Q4	$45K	Buy	+137	New	+$40.3K	0.03%	123

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ADBE Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Adobe (ADBE) in Q4 2021, closing a stake of 237 shares — an estimated $136K sold.

Walled Lake Planning & Wealth Management first reported a position in ADBE in Q4 2019 and held it in 8 quarters. The position peaked at $136K in Q3 2021. 2,467 funds tracked by Wall St. Rank hold ADBE as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Adobe position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 237 Adobe shares in Q4 2021, an estimated $136K.
Walled Lake Planning & Wealth Management first reported a position in Adobe in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Adobe position peaked at $136K in Q3 2021.
2,467 funds tracked by Wall St. Rank held Adobe as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.