AWM
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Accel Wealth Management’s NNN REIT NNN Stock Holding History

Accel Wealth Management’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150
Closed -$6.62K – 621
2023
Q1 		$6.62K Hold
150
– – ﹤0.01% 974
2022
Q4 		$6.86K Sell
150
-262
-64% -$11.4K ﹤0.01% 775
2022
Q3 		$17K Buy
412
+3
+0.7% +$135 0.01% 610
2022
Q2 		$18K Buy
409
+3
+0.7% +$132 0.01% 576
2022
Q1 		$19K Buy
406
+153
+60% +$6.74K 0.01% 577
2021
Q4 		$12K Buy
+253
New +$11.6K 0.01% 679
2021
Q3 		– Sell
-500
Closed -$23K – 867
2021
Q2 		$23K Hold
500
– – 0.02% 509
2021
Q1 		$22K Hold
500
– – 0.02% 484
2020
Q4 		$20K Buy
+500
New +$18.8K 0.02% 491

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return