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Destiny Wealth Partners’s Agree Realty ADC Stock Holding History

Destiny Wealth Partners’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
Q4 		– Sell
-21
Closed -$1K – 677
2022
Q3 		$1K Hold
21
– – ﹤0.01% 544
2022
Q2 		$2K Hold
21
– – ﹤0.01% 559
2022
Q1 		$1K Hold
21
– – ﹤0.01% 507
2021
Q4 		$1K Hold
21
– – ﹤0.01% 526
2021
Q3 		$1K Buy
+21
New +$1.53K ﹤0.01% 499
2021
Q2 		– Sell
-21
Closed -$1K – 187
2021
Q1 		$1K Hold
21
– – ﹤0.01% 535
2020
Q4 		$1K Buy
+21
New +$1.37K ﹤0.01% 496

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Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Destiny Wealth Partners's ADC Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Agree Realty (ADC) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Destiny Wealth Partners first reported a position in ADC in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 359 funds tracked by Wall St. Rank hold ADC as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Agree Realty position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 21 Agree Realty shares in Q4 2022, an estimated $1K.
  • Destiny Wealth Partners first reported a position in Agree Realty in Q4 2020 and held it in 7 quarters.
  • Destiny Wealth Partners's Agree Realty position peaked at $2K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held Agree Realty as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.