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

Avior Wealth Management’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	-3,885	Closed	-$26.3K	–	1692
2023 Q2	$26.3K	Buy	3,885 +3,047	+364%	+$18.1K	﹤0.01%	889
2023 Q1	$5.26K	Buy	+838	New	+$5.43K	﹤0.01%	1185
2022 Q3	–	Sell	-253	Closed	-$1K	–	1329
2022 Q2	$1K	Buy	+253	New	+$1.91K	﹤0.01%	1037

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

Avior Wealth Management's RTL Position: Q3 2023 in Review

Avior Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 3,885 shares — an estimated $26.3K sold.

Avior Wealth Management first reported a position in RTL in Q2 2022 and held it in 3 quarters. The position peaked at $26.3K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Avior Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Avior Wealth Management sold 3,885 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $26.3K.
Avior Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2022 and held it in 3 quarters.
Avior Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $26.3K 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 Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.