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

Accurate 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	-37,188	Closed	-$267K	–	305
2023 Q2	$267K	Sell	37,188 -4,137	-10%	-$24.5K	0.08%	215
2023 Q1	$260K	Buy	+41,325	New	+$268K	0.09%	209

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

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

Accurate Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 37,188 shares — an estimated $267K sold.

Accurate Wealth Management first reported a position in RTL in Q1 2023 and held it in 2 quarters. The position peaked at $267K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Accurate 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.
Accurate Wealth Management sold 37,188 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $267K.
Accurate Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
Accurate Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $267K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.