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Sageworth Trust Company of South Dakota’s Agree Realty ADC Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-21
Closed -$2K – 250
2022
Q2 		$2K Hold
21
– – ﹤0.01% 337
2022
Q1 		$1K Sell
21
-111
-84% -$7.22K ﹤0.01% 458
2021
Q4 		$9K Buy
+132
New +$9.15K 0.01% 393

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Deutsche Bank
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CIM
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Wellington Management Group
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ADC Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Agree Realty (ADC) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in ADC in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 361 funds tracked by Wall St. Rank hold ADC as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Agree Realty position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 21 Agree Realty shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Agree Realty in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Agree Realty position peaked at $9K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Agree Realty as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.