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IAG Wealth Partners’s Agree Realty ADC Stock Holding History

IAG 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
2023
Q3 		– Sell
-107
Closed -$7K – 449
2023
Q2 		$7K Hold
107
– – ﹤0.01% 350
2023
Q1 		$7.34K Buy
+107
New +$7.64K ﹤0.01% 346

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IAG Wealth Partners's ADC Position: Q3 2023 in Review

IAG Wealth Partners sold out of Agree Realty (ADC) in Q3 2023, closing a stake of 107 shares — an estimated $7K sold.

IAG Wealth Partners first reported a position in ADC in Q1 2023 and held it in 2 quarters. The position peaked at $7.34K in Q1 2023. 372 funds tracked by Wall St. Rank hold ADC as of Q3 2023.

  • IAG Wealth Partners reported no remaining Agree Realty position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 107 Agree Realty shares in Q3 2023, an estimated $7K.
  • IAG Wealth Partners first reported a position in Agree Realty in Q1 2023 and held it in 2 quarters.
  • IAG Wealth Partners's Agree Realty position peaked at $7.34K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Agree Realty as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.