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

Atria Wealth Solutions’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	-359,727	Closed	-$2.43M	–	2006
2023 Q2	$2.43M	Sell	359,727 -6,080	-2%	-$36K	0.03%	505
2023 Q1	$2.3M	Sell	365,807 -18,257	-5%	-$118K	0.03%	500
2022 Q4	$2.28M	Buy	384,064 +16,714	+5%	+$106K	0.04%	468
2022 Q3	$2.16M	Buy	367,350 +355,710	+3,056%	+$2.63M	0.04%	457
2022 Q2	$85K	Sell	11,640 -147,589	-93%	-$1.11M	﹤0.01%	1547
2022 Q1	$1.26M	Buy	+159,229	New	+$1.29M	0.02%	636

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

Atria Wealth Solutions's RTL Position: Q3 2023 in Review

Atria Wealth Solutions sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 359,727 shares — an estimated $2.43M sold.

Atria Wealth Solutions first reported a position in RTL in Q1 2022 and held it in 6 quarters. The position peaked at $2.43M in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Atria Wealth Solutions reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 359,727 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.43M.
Atria Wealth Solutions first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $2.43M 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 Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.