Wealthcare Advisory Partners’s Agree Realty ADC Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-28	Closed	-$2K	–	565
2021 Q1	$2K	Buy	+28	New	+$1.83K	﹤0.01%	1838
2020 Q2	–	Sell	-178	Closed	-$11K	–	332
2020 Q1	$11K	Buy	178 +150	+536%	+$10.7K	﹤0.01%	890
2019 Q4	$2K	Hold	28	–	–	﹤0.01%	1235
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	1188
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	1167
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	1071
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	1049
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	1158
2018 Q2	$1K	Buy	+28	New	+$1.43K	﹤0.01%	1160

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

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wealthcare Advisory Partners's ADC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Agree Realty (ADC) in Q2 2021, closing a stake of 28 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in ADC in Q2 2018 and held it in 9 quarters. The position peaked at $11K in Q1 2020. 312 funds tracked by Wall St. Rank hold ADC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Agree Realty position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 28 Agree Realty shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Agree Realty in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Agree Realty position peaked at $11K in Q1 2020.
312 funds tracked by Wall St. Rank held Agree Realty as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.