Evermay Wealth Management’s Agree Realty ADC Stock Holding History

Evermay Wealth Management’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
2021 Q3	–	Sell	-50	Closed	-$4K	–	449
2021 Q2	$4K	Buy	+50	New	+$3.51K	﹤0.01%	455

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's ADC Position: Q3 2021 in Review

Evermay Wealth Management sold out of Agree Realty (ADC) in Q3 2021, closing a stake of 50 shares — an estimated $4K sold.

Evermay Wealth Management first reported a position in ADC in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 320 funds tracked by Wall St. Rank hold ADC as of Q3 2021.

Evermay Wealth Management reported no remaining Agree Realty position as of Q3 2021 after selling out during the quarter.
Evermay Wealth Management sold 50 Agree Realty shares in Q3 2021, an estimated $4K.
Evermay Wealth Management first reported a position in Agree Realty in Q2 2021 and held it in 1 quarter.
Evermay Wealth Management's Agree Realty position peaked at $4K in Q2 2021.
320 funds tracked by Wall St. Rank held Agree Realty as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.