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Sowell Financial Services’s Agree Realty ADC Stock Holding History

Sowell Financial Services’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
-28
Closed -$2K – 2496
2020
Q2 		$2K Buy
28
+16
+133% +$1.02K ﹤0.01% 2107
2020
Q1 		$1K Sell
12
-30
-71% -$2.13K ﹤0.01% 2168
2019
Q4 		$3K Buy
42
+14
+50% +$1.03K ﹤0.01% 2033
2019
Q3 		$2K Buy
+28
New +$1.96K ﹤0.01% 2024

Other funds holding ADC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowell Financial Services's ADC Position: Q3 2020 in Review

Sowell Financial Services sold out of Agree Realty (ADC) in Q3 2020, closing a stake of 28 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ADC in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 274 funds tracked by Wall St. Rank hold ADC as of Q3 2020.

  • Sowell Financial Services reported no remaining Agree Realty position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 28 Agree Realty shares in Q3 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Agree Realty in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Agree Realty position peaked at $3K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Agree Realty as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.