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YorkBridge Wealth Partners’s Adobe ADBE Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$4.47M Sell
13,285
-1,848
-12% -$591K 1.13% 17
2022
Q3 		$4.17M Buy
15,133
+124
+0.8% +$46.9K 1.07% 20
2022
Q2 		$5.49M Buy
15,009
+2,251
+18% +$916K 1.44% 14
2022
Q1 		$5.81M Buy
12,758
+10
+0.1% +$4.81K 1.28% 16
2021
Q4 		$7.23M Buy
12,748
+427
+3% +$267K 1.62% 13
2021
Q3 		$7.09M Sell
12,321
-902
-7% -$568K 1.78% 9
2021
Q2 		$7.74M Hold
13,223
– – 2.02% 9
2021
Q1 		$6.29M Buy
13,223
+311
+2% +$145K 1.86% 9
2020
Q4 		$6.46M Buy
12,912
+589
+5% +$285K 2.16% 8
2020
Q3 		$6.04M Buy
12,323
+1,365
+12% +$635K 2.54% 6
2020
Q2 		$4.77M Buy
10,958
+1,710
+18% +$634K 2.18% 7
2020
Q1 		$2.94M Sell
9,248
-317
-3% -$108K 1.81% 9
2019
Q4 		$3.15M Buy
9,565
+15
+0.2% +$4.41K 1.45% 13
2019
Q3 		$2.64M Buy
9,550
+308
+3% +$89.9K 1.33% 18
2019
Q2 		$2.72M Sell
9,242
-155
-2% -$43K 1.21% 17
2019
Q1 		$2.5M Buy
9,397
+247
+3% +$62.3K 1.15% 17
2018
Q4 		$2.07M Buy
9,150
+16
+0.2% +$3.86K 1.1% 19
2018
Q3 		$2.52M Sell
9,134
-2,588
-22% -$667K 1.15% 15
2018
Q2 		$2.86M Buy
11,722
+1,122
+11% +$265K 1.25% 16
2018
Q1 		$2.41M Buy
10,600
+390
+4% +$79.3K 1.11% 20
2017
Q4 		$1.94M Buy
10,210
+209
+2% +$36K 0.94% 22
2017
Q3 		$1.49M Sell
10,001
-44
-0.4% -$6.57K 0.77% 31
2017
Q2 		$1.39M Buy
10,045
+343
+4% +$47K 0.74% 34
2017
Q1 		$1.31M Sell
9,702
-605
-6% -$71K 0.69% 40
2016
Q4 		$1.08M Buy
+10,307
New +$1.09M 0.64% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's ADBE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Adobe (ADBE) stake by 12% in Q4 2022, selling an estimated $591K and leaving 13,285 shares worth $4.47M. The position accounts for 1.13% of the portfolio, ranked #17.

YorkBridge Wealth Partners first reported a position in ADBE in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.74M in Q2 2021. 2,308 funds tracked by Wall St. Rank hold ADBE as of Q4 2022.

  • YorkBridge Wealth Partners held 13,285 shares of Adobe worth $4.47M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,848 Adobe shares in Q4 2022, an estimated $591K.
  • Adobe made up 1.13% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #17 holding.
  • YorkBridge Wealth Partners first reported a position in Adobe in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Adobe position peaked at $7.74M in Q2 2021.
  • 2,308 funds tracked by Wall St. Rank held Adobe as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.