Seven Springs Wealth Group’s Agree Realty ADC Stock Holding History

Seven Springs Wealth Group’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 Q1	–	Sell	-466	Closed	-$33K	–	138
2019 Q4	$33K	Buy	+466	New	+$34.4K	0.02%	106

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

Seven Springs Wealth Group's ADC Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Agree Realty (ADC) in Q1 2020, closing a stake of 466 shares — an estimated $33K sold.

Seven Springs Wealth Group first reported a position in ADC in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 276 funds tracked by Wall St. Rank hold ADC as of Q1 2020.

Seven Springs Wealth Group reported no remaining Agree Realty position as of Q1 2020 after selling out during the quarter.
Seven Springs Wealth Group sold 466 Agree Realty shares in Q1 2020, an estimated $33K.
Seven Springs Wealth Group first reported a position in Agree Realty in Q4 2019 and held it in 1 quarter.
Seven Springs Wealth Group's Agree Realty position peaked at $33K in Q4 2019.
276 funds tracked by Wall St. Rank held Agree Realty as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.