TFO
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Tarbox Family Office’s Agree Realty ADC Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-37
Closed -$2K – 1131
2020
Q3 		$2K Hold
37
– – ﹤0.01% 705
2020
Q2 		$2K Sell
37
-29
-44% -$1.85K ﹤0.01% 701
2020
Q1 		$4K Buy
+66
New +$4.7K ﹤0.01% 446

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Principal Financial Group
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State Street
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CIM
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ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's ADC Position: Q4 2020 in Review

Tarbox Family Office sold out of Agree Realty (ADC) in Q4 2020, closing a stake of 37 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in ADC in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 282 funds tracked by Wall St. Rank hold ADC as of Q4 2020.

  • Tarbox Family Office reported no remaining Agree Realty position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 37 Agree Realty shares in Q4 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Agree Realty in Q1 2020 and held it in 3 quarters.
  • Tarbox Family Office's Agree Realty position peaked at $4K in Q1 2020.
  • 282 funds tracked by Wall St. Rank held Agree Realty as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.