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

Avidian Wealth Enterprises’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
2019 Q4	–	Sell	-19,653	Closed	-$274K	–	244
2019 Q3	$274K	Buy	+19,653	New	+$239K	0.05%	157

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avidian Wealth Enterprises's RTL Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2019, closing a stake of 19,653 shares — an estimated $274K sold.

Avidian Wealth Enterprises first reported a position in RTL in Q3 2019 and held it in 1 quarter. The position peaked at $274K in Q3 2019. 209 funds tracked by Wall St. Rank hold RTL as of Q4 2019.

Avidian Wealth Enterprises reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
Avidian Wealth Enterprises sold 19,653 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2019, an estimated $274K.
Avidian Wealth Enterprises first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2019 and held it in 1 quarter.
Avidian Wealth Enterprises's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $274K in Q3 2019.
209 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.