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CSat Investment Advisory’s Agree Realty ADC Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-238
Closed -$15K – 526
2020
Q3 		$15K Buy
238
+30
+14% +$1.98K ﹤0.01% 940
2020
Q2 		$14K Buy
+208
New +$13.3K ﹤0.01% 939

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's ADC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Agree Realty (ADC) in Q4 2020, closing a stake of 238 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in ADC in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 282 funds tracked by Wall St. Rank hold ADC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Agree Realty position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 238 Agree Realty shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Agree Realty in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Agree Realty position peaked at $15K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Agree Realty as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.