WAM
ADBE icon

Wealthspire Advisors (Maryland)’s Adobe ADBE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$5.04M Buy
10,285
+3,219
+46% +$1.5M 0.18% 70
2020
Q2 		$3.08M Buy
7,066
+961
+16% +$356K 0.22% 67
2020
Q1 		$1.94M Buy
6,105
+844
+16% +$289K 0.17% 85
2019
Q4 		$1.74M Buy
5,261
+136
+3% +$40K 0.12% 107
2019
Q3 		$1.42M Buy
5,125
+246
+5% +$71.8K 0.1% 110
2019
Q2 		$1.44M Buy
4,879
+315
+7% +$87.5K 0.11% 107
2019
Q1 		$1.22M Sell
4,564
-184
-4% -$46.4K 0.09% 117
2018
Q4 		$1.07M Buy
4,748
+69
+1% +$16.7K 0.1% 113
2018
Q3 		$1.26M Buy
4,679
+391
+9% +$101K 0.1% 113
2018
Q2 		$1.04M Buy
4,288
+69
+2% +$16.3K 0.09% 127
2018
Q1 		$912K Buy
4,219
+50
+1% +$10.2K 0.09% 140
2017
Q4 		$731K Buy
4,169
+611
+17% +$105K 0.07% 177
2017
Q3 		$531K Buy
3,558
+100
+3% +$14.9K 0.06% 228
2017
Q2 		$489K Buy
3,458
+231
+7% +$31.6K 0.06% 232
2017
Q1 		$420K Buy
3,227
+2,325
+258% +$273K 0.06% 216
2016
Q4 		$93K Buy
902
+262
+41% +$27.7K 0.01% 596
2016
Q3 		$69K Buy
640
+19
+3% +$1.91K 0.01% 689
2016
Q2 		$59K Sell
621
-30
-5% -$2.88K 0.01% 692
2016
Q1 		$61K Sell
651
-85
-12% -$7.37K 0.01% 648
2015
Q4 		$69K Buy
+736
New +$66.1K 0.01% 626

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADBE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Adobe (ADBE) stake by 46% in Q3 2020, buying an estimated $1.5M and bringing the position to 10,285 shares worth $5.04M. The position accounts for 0.18% of the portfolio, ranked #70.

Wealthspire Advisors (Maryland) first reported a position in ADBE in Q4 2015 and has held it in 20 quarters since. 2,015 funds tracked by Wall St. Rank hold ADBE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,285 shares of Adobe worth $5.04M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,219 Adobe shares in Q3 2020, an estimated $1.5M.
  • Adobe made up 0.18% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #70 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Adobe in Q4 2015 and has held it in 20 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Adobe as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.