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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Accel Wealth Management's NNN Position: Q2 2023 in Review

Accel Wealth Management sold out of NNN REIT (NNN) in Q2 2023, closing a stake of 150 shares — an estimated $6.62K sold.

Accel Wealth Management first reported a position in NNN in Q4 2020 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 432 funds tracked by Wall St. Rank hold NNN as of Q2 2023.

Accel Wealth Management reported no remaining NNN REIT position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 150 NNN REIT shares in Q2 2023, an estimated $6.62K.
Accel Wealth Management first reported a position in NNN REIT in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's NNN REIT position peaked at $23K in Q2 2021.
432 funds tracked by Wall St. Rank held NNN REIT as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.