Advisornet Financial’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Advisornet Financial’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	-889	Closed	-$6.01K	–	2449
2023 Q2	$6.01K	Buy	889 +31	+4%	+$184	﹤0.01%	1454
2023 Q1	$5.38K	Buy	858 +27	+3%	+$175	﹤0.01%	1466
2022 Q4	$4.93K	Buy	831 +27	+3%	+$172	﹤0.01%	1471
2022 Q3	$5K	Buy	804 +22	+3%	+$163	﹤0.01%	1532
2022 Q2	$6K	Buy	782 +21	+3%	+$158	﹤0.01%	1490
2022 Q1	$6K	Sell	761 -1,138	-60%	-$9.22K	﹤0.01%	1594
2021 Q4	$17K	Buy	1,899 +47	+3%	+$399	﹤0.01%	1337
2021 Q3	$15K	Sell	1,852 -456	-20%	-$3.85K	﹤0.01%	1351
2021 Q2	$20K	Buy	2,308 +539	+30%	+$5.03K	﹤0.01%	1235
2021 Q1	$17K	Buy	1,769 +46	+3%	+$401	﹤0.01%	1237
2020 Q4	$13K	Hold	1,723	–	–	﹤0.01%	1242
2020 Q3	$11K	Buy	1,723 +50	+3%	+$354	﹤0.01%	1255
2020 Q2	$13K	Buy	1,673 +1,037	+163%	+$7.61K	﹤0.01%	1246
2020 Q1	$4K	Sell	636 -3,650	-85%	-$40.6K	﹤0.01%	1495
2019 Q4	$57K	Hold	4,286	–	–	﹤0.01%	854
2019 Q3	$60K	Sell	4,286 -654	-13%	-$7.96K	0.01%	835
2019 Q2	$54K	Hold	4,940	–	–	0.01%	786
2019 Q1	$53K	Sell	4,940 -426	-8%	-$5.06K	0.01%	723
2018 Q4	$71K	Buy	+5,366	New	+$73.8K	0.01%	601

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

Advisornet Financial's RTL Position: Q3 2023 in Review

Advisornet Financial sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 889 shares — an estimated $6.01K sold.

Advisornet Financial first reported a position in RTL in Q4 2018 and held it in 19 quarters. The position peaked at $71K in Q4 2018. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Advisornet Financial reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 889 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $6.01K.
Advisornet Financial first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 19 quarters.
Advisornet Financial's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $71K in Q4 2018.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.