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Better Money Decisions’s Agree Realty ADC Stock Holding History

Better Money Decisions’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-238
Closed -$17K – 63
2022
Q2 		$17K Buy
+238
New +$16.5K 0.01% 241
2021
Q4 		– Sell
-238
Closed -$16K – 73
2021
Q3 		$16K Hold
238
– – 0.01% 311
2021
Q2 		$17K Hold
238
– – 0.02% 284
2021
Q1 		$16K Buy
+238
New +$15.5K 0.02% 252

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Better Money Decisions's ADC Position: Q3 2022 in Review

Better Money Decisions sold out of Agree Realty (ADC) in Q3 2022, closing a stake of 238 shares — an estimated $17K sold.

Better Money Decisions first reported a position in ADC in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q2 2022. 361 funds tracked by Wall St. Rank hold ADC as of Q3 2022.

  • Better Money Decisions reported no remaining Agree Realty position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 238 Agree Realty shares in Q3 2022, an estimated $17K.
  • Better Money Decisions first reported a position in Agree Realty in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Agree Realty position peaked at $17K in Q2 2022.
  • 361 funds tracked by Wall St. Rank held Agree Realty as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.