Ameritas Advisory Services’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Ameritas Advisory Services’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	-17,178	Closed	-$121K	–	832
2023 Q2	$121K	Sell	17,178 -1,139	-6%	-$6.75K	0.02%	529
2023 Q1	$114K	Sell	18,317 -25,461	-58%	-$165K	0.01%	954
2022 Q4	$260K	Buy	43,778 +15,778	+56%	+$100K	0.01%	746
2022 Q3	$165K	Sell	28,000 -15,603	-36%	-$115K	0.01%	725
2022 Q2	$317K	Sell	43,603 -832	-2%	-$6.27K	0.02%	598
2022 Q1	$351K	Sell	44,435 -770	-2%	-$6.24K	0.01%	611
2021 Q4	$413K	Buy	+45,205	New	+$384K	0.02%	556

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

Ameritas Advisory Services's RTL Position: Q3 2023 in Review

Ameritas Advisory Services sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 17,178 shares — an estimated $121K sold.

Ameritas Advisory Services first reported a position in RTL in Q4 2021 and held it in 7 quarters. The position peaked at $413K in Q4 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Ameritas Advisory Services reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Ameritas Advisory Services sold 17,178 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $121K.
Ameritas Advisory Services first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $413K in Q4 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Ameritas Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.