FIM
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Freedom Investment Management’s Agree Realty ADC Stock Holding History

Freedom Investment 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
2022
Q4 		– Sell
-5,349
Closed -$362K – 705
2022
Q3 		$362K Buy
+5,349
New +$402K 0.04% 513

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State Street
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Deutsche Bank
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CIM
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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

Freedom Investment Management's ADC Position: Q4 2022 in Review

Freedom Investment Management sold out of Agree Realty (ADC) in Q4 2022, closing a stake of 5,349 shares — an estimated $362K sold.

Freedom Investment Management first reported a position in ADC in Q3 2022 and held it in 1 quarter. The position peaked at $362K in Q3 2022. 359 funds tracked by Wall St. Rank hold ADC as of Q4 2022.

  • Freedom Investment Management reported no remaining Agree Realty position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 5,349 Agree Realty shares in Q4 2022, an estimated $362K.
  • Freedom Investment Management first reported a position in Agree Realty in Q3 2022 and held it in 1 quarter.
  • Freedom Investment Management's Agree Realty position peaked at $362K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Agree Realty as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.