4J Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

4J Wealth Management’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,496	Closed	-$118K	–	88
2023 Q2	$118K	Hold	17,496	–	–	0.11%	86
2023 Q1	$110K	Hold	17,496	–	–	0.12%	76
2022 Q4	$104K	Hold	17,496	–	–	0.12%	76
2022 Q3	$103K	Hold	17,496	–	–	0.13%	69
2022 Q2	$127K	Hold	17,496	–	–	0.16%	66
2022 Q1	$138K	Hold	17,496	–	–	0.12%	76
2021 Q4	$160K	Hold	17,496	–	–	0.13%	77
2021 Q3	$141K	Hold	17,496	–	–	0.12%	76
2021 Q2	$148K	Hold	17,496	–	–	0.13%	73
2021 Q1	$172K	Hold	17,496	–	–	0.16%	72
2020 Q4	$129K	Buy	+17,496	New	+$123K	0.12%	73

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

4J Wealth Management's RTL Position: Q3 2023 in Review

4J Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 17,496 shares — an estimated $118K sold.

4J Wealth Management first reported a position in RTL in Q4 2020 and held it in 11 quarters. The position peaked at $172K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

4J Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
4J Wealth Management sold 17,496 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $118K.
4J Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
4J Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $172K in Q1 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on 4J Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.