A detailed history of Ifp Advisors, Inc transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 920 shares of ADX stock, worth $18,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
920
Previous 920 -0.0%
Holding current value
$18,933
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023

SELL
$14.36 - $16.05 $52,830 - $59,047
-3,679 Reduced 80.0%
920 $14,000
Q4 2022

Feb 07, 2023

SELL
$14.34 - $16.08 $38,875 - $43,592
-2,711 Reduced 37.09%
4,599 $71,000
Q3 2022

Nov 08, 2022

BUY
$14.57 - $17.38 $8,100 - $9,663
556 Added 8.23%
7,310 $113,000
Q2 2022

Sep 06, 2022

BUY
$14.8 - $18.58 $99,959 - $125,489
6,754 New
6,754 $104,000
Q2 2022

Aug 12, 2022

SELL
$14.8 - $18.58 $99,959 - $125,489
-6,754 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$16.89 - $19.56 $114,075 - $132,108
6,754 New
6,754 $124,000
Q1 2019

May 15, 2019

SELL
$12.37 - $14.5 $601,120 - $704,627
-48,595 Closed
0 $0
Q4 2018

Jan 23, 2019

BUY
$11.97 - $16.66 $34,653 - $48,230
2,895 Added 6.33%
48,595 $613,000
Q3 2018

Oct 25, 2018

SELL
$15.34 - $16.75 $6,197 - $6,767
-404 Reduced 0.88%
45,700 $0
Q4 2017

Jan 24, 2018

SELL
$14.64 - $15.8 $162,635 - $175,522
-11,109 Reduced 19.42%
46,104 $0
Q3 2017

Oct 30, 2017

BUY
$14.49 - $15.21 $142,161 - $149,225
9,811 Added 20.7%
57,213 $870,000
Q2 2017

Jun 03, 2019

BUY
N/A
338 Added 0.72%
47,402 $677,000
Q1 2017

Jun 03, 2019

BUY
N/A
9,935 Added 26.76%
47,064 $647,000
Q4 2016

Jun 03, 2019

BUY
N/A
972 Added 2.69%
37,129 $472,000
Q2 2016

Jun 03, 2019

BUY
N/A
36,157
36,157 $458,000

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.43B
  • Description
  • Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...
More about ADX
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.