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

Accel 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	-149,810	Closed	-$1.01M	–	183
2023 Q2	$1.01M	Buy	149,810 +1,162	+0.8%	+$6.89K	0.56%	53
2023 Q1	$934K	Sell	148,648 -2,481	-2%	-$16.1K	0.38%	67
2022 Q4	$896K	Sell	151,129 -3,047	-2%	-$19.4K	0.43%	58
2022 Q3	$964K	Sell	154,176 -150	-0.1%	-$1.11K	0.51%	56
2022 Q2	$1.18M	Buy	154,326 +606	+0.4%	+$4.57K	0.68%	44
2022 Q1	$1.24M	Buy	153,720 +2,910	+2%	+$23.6K	0.64%	43
2021 Q4	$1.38M	Buy	150,810 +574	+0.4%	+$4.87K	0.68%	43
2021 Q3	$1.21M	Sell	150,236 -499	-0.3%	-$4.21K	0.78%	36
2021 Q2	$1.28M	Hold	150,735	–	–	0.85%	30
2021 Q1	$1.48M	Sell	150,735 -723	-0.5%	-$6.3K	1.2%	18
2020 Q4	$1.13M	Buy	+151,458	New	+$1.07M	1.05%	20

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

Accel Wealth Management's RTL Position: Q3 2023 in Review

Accel Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 149,810 shares — an estimated $1.01M sold.

Accel Wealth Management first reported a position in RTL in Q4 2020 and held it in 11 quarters. The position peaked at $1.48M in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Accel 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.
Accel Wealth Management sold 149,810 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.01M.
Accel 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.
Accel Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $1.48M 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 Accel Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.