LWM
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Liberty Wealth Management’s Agree Realty ADC Stock Holding History

Liberty 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
Q4 		– Sell
-184
Closed -$12K – 176
2021
Q3 		$12K Buy
184
+89
+94% +$6.48K ﹤0.01% 780
2021
Q2 		$7K Sell
95
-6
-6% -$421 ﹤0.01% 720
2021
Q1 		$7K Buy
101
+7
+7% +$457 ﹤0.01% 646
2020
Q4 		$6K Buy
94
+5
+6% +$327 ﹤0.01% 665
2020
Q3 		$6K Buy
89
+1
+1% +$66 ﹤0.01% 584
2020
Q2 		$6K Buy
88
+1
+1% +$64 ﹤0.01% 563
2020
Q1 		$5K Sell
87
-6
-6% -$427 ﹤0.01% 562
2019
Q4 		$6K Hold
93
– – ﹤0.01% 632
2019
Q3 		$7K Buy
93
+1
+1% +$70 0.01% 571
2019
Q2 		$6K Buy
92
+1
+1% +$67 0.01% 614
2019
Q1 		$6K Hold
91
– – ﹤0.01% 502
2018
Q4 		$5K Buy
+91
New +$5.2K ﹤0.01% 537

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's ADC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Agree Realty (ADC) in Q4 2021, closing a stake of 184 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in ADC in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 326 funds tracked by Wall St. Rank hold ADC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Agree Realty position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 184 Agree Realty shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Agree Realty in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Agree Realty position peaked at $12K in Q3 2021.
  • 326 funds tracked by Wall St. Rank held Agree Realty as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.