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Adams Express Company shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Adams Express Company

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All positions including Adams Express Company held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 665 19.52

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

Top funds holding Adams Express Company

Saba Capital Management
Lazard Asset Management
Allspring Global Investments Holdings
Blue Bell Private Wealth Management
Cornerstone Advisors
potrero capital research
Pathstone Holdings
Raymond James Financial Services Advisors
Bensler
Raymond James & Associates
Wealth Enhancement Advisory Services
Bank of America Corporation
Waterfront Wealth
Royal Bank of Canada
Priebe Wealth Holdings

View all funds holding Adams Express Company