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Aevitas Wealth Management’s NNN REIT NNN Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-10
Closed – – 249
2019
Q1 		$0 Sell
10
-1
-9% -$52 ﹤0.01% 386
2018
Q4 		$1K Buy
+11
New +$525 ﹤0.01% 374
2018
Q2 		– Sell
-10
Closed – – 460
2018
Q1 		$0 Hold
10
– – ﹤0.01% 461
2017
Q4 		$0 Buy
+10
New +$420 ﹤0.01% 445

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aevitas Wealth Management's NNN Position: Q2 2019 in Review

Aevitas Wealth Management sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 10 shares.

Aevitas Wealth Management first reported a position in NNN in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

  • Aevitas Wealth Management reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 10 NNN REIT shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in NNN REIT in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's NNN REIT position peaked at $1K in Q4 2018.
  • 381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.