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

Avantax 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	-17,056	Closed	-$115K	–	1641
2023 Q2	$115K	Hold	17,056	–	–	﹤0.01%	1441
2023 Q1	$107K	Buy	17,056 +1,924	+13%	+$12.5K	﹤0.01%	1420
2022 Q4	$89.7K	Sell	15,132 -2,000	-12%	-$12.7K	﹤0.01%	1370
2022 Q3	$101K	Sell	17,132 -6,631	-28%	-$49.1K	﹤0.01%	1270
2022 Q2	$173K	Buy	23,763 +176	+0.7%	+$1.33K	﹤0.01%	1220
2022 Q1	$187K	Sell	23,587 -439	-2%	-$3.56K	﹤0.01%	1203
2021 Q4	$219K	Sell	24,026 -8,688	-27%	-$73.7K	﹤0.01%	1135
2021 Q3	$263K	Buy	32,714 +5,530	+20%	+$46.7K	﹤0.01%	982
2021 Q2	$231K	Buy	+27,184	New	+$254K	﹤0.01%	1013

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

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

Avantax Advisory Services sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 17,056 shares — an estimated $115K sold.

Avantax Advisory Services first reported a position in RTL in Q2 2021 and held it in 9 quarters. The position peaked at $263K in Q3 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Avantax 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.
Avantax Advisory Services sold 17,056 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $115K.
Avantax Advisory Services first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2021 and held it in 9 quarters.
Avantax Advisory Services's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $263K in Q3 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.