Meridian Wealth Management’s Agree Realty ADC Stock Holding History

Meridian 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
2020 Q3	–	Sell	-8,600	Closed	-$565K	–	255
2020 Q2	$565K	Buy	+8,600	New	+$549K	0.19%	114

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

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Meridian Wealth Management's ADC Position: Q3 2020 in Review

Meridian Wealth Management sold out of Agree Realty (ADC) in Q3 2020, closing a stake of 8,600 shares — an estimated $565K sold.

Meridian Wealth Management first reported a position in ADC in Q2 2020 and held it in 1 quarter. The position peaked at $565K in Q2 2020. 274 funds tracked by Wall St. Rank hold ADC as of Q3 2020.

Meridian Wealth Management reported no remaining Agree Realty position as of Q3 2020 after selling out during the quarter.
Meridian Wealth Management sold 8,600 Agree Realty shares in Q3 2020, an estimated $565K.
Meridian Wealth Management first reported a position in Agree Realty in Q2 2020 and held it in 1 quarter.
Meridian Wealth Management's Agree Realty position peaked at $565K in Q2 2020.
274 funds tracked by Wall St. Rank held Agree Realty as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.