FNWA
ADC icon

Financial Network Wealth Advisors’s Agree Realty ADC Stock Holding History

Financial Network Wealth Advisors’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
2024
Q3 		– Sell
-43
Closed -$2.9K – 815
2024
Q2 		$2.9K Buy
+43
New +$2.54K ﹤0.01% 675

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Network Wealth Advisors's ADC Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Agree Realty (ADC) in Q3 2024, closing a stake of 43 shares — an estimated $2.9K sold.

Financial Network Wealth Advisors first reported a position in ADC in Q2 2024 and held it in 1 quarter. The position peaked at $2.9K in Q2 2024. 431 funds tracked by Wall St. Rank hold ADC as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Agree Realty position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 43 Agree Realty shares in Q3 2024, an estimated $2.9K.
  • Financial Network Wealth Advisors first reported a position in Agree Realty in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Agree Realty position peaked at $2.9K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held Agree Realty as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.