Atlas Private Wealth Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-9,443	Closed	-$76K	–	748
2021 Q3	$76K	Sell	9,443 -1	-0%	-$8	0.04%	197
2021 Q2	$80K	Sell	9,444 -1,000	-10%	-$9.33K	0.04%	187
2021 Q1	$103K	Sell	10,444 -2,999	-22%	-$26.1K	0.06%	159
2020 Q4	$100K	Buy	13,443 +1,046	+8%	+$7.36K	0.07%	158
2020 Q3	$78K	Sell	12,397 -1,800	-13%	-$12.7K	0.07%	159
2020 Q2	$113K	Buy	+14,197	New	+$104K	0.1%	137

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Advisors's RTL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2021, closing a stake of 9,443 shares — an estimated $76K sold.

Atlas Private Wealth Advisors first reported a position in RTL in Q2 2020 and held it in 6 quarters. The position peaked at $113K in Q2 2020. 250 funds tracked by Wall St. Rank hold RTL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 9,443 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2021, an estimated $76K.
Atlas Private Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $113K in Q2 2020.
250 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.