B. Riley Wealth Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-76,182
| Closed | -$515K | – | 1654 |
|
|
2023
Q2 | $515K | Sell |
76,182
-13,713
| -15% | -$81.3K | 0.01% | 836 |
|
|
2023
Q1 | $565K | Sell |
89,895
-2,691
| -3% | -$17.4K | 0.02% | 754 |
|
|
2022
Q4 | $549K | Sell |
92,586
-1,891
| -2% | -$12K | 0.02% | 748 |
|
|
2022
Q3 | $557K | Buy |
94,477
+1,171
| +1% | +$8.66K | 0.02% | 711 |
|
|
2022
Q2 | $680K | Buy |
93,306
+657
| +0.7% | +$4.95K | 0.03% | 540 |
|
|
2022
Q1 | $734K | Sell |
92,649
-3,387
| -4% | -$27.4K | 0.02% | 579 |
|
|
2021
Q4 | $878K | Sell |
96,036
-834
| -0.9% | -$7.08K | 0.03% | 575 |
|
|
2021
Q3 | $779K | Sell |
96,870
-1,539
| -2% | -$13K | 0.02% | 605 |
|
|
2021
Q2 | $835K | Buy |
98,409
+7,671
| +8% | +$71.6K | 0.03% | 578 |
|
|
2021
Q1 | $892K | Buy |
90,738
+9,207
| +11% | +$80.2K | 0.03% | 517 |
|
|
2020
Q4 | $607K | Sell |
81,531
-5,493
| -6% | -$38.7K | 0.03% | 471 |
|
|
2020
Q3 | $557K | Buy |
87,024
+7,981
| +10% | +$56.5K | 0.03% | 494 |
|
|
2020
Q2 | $628K | Buy |
79,043
+3,715
| +5% | +$27.3K | 0.04% | 379 |
|
|
2020
Q1 | $472K | Sell |
75,328
-27,294
| -27% | -$304K | 0.04% | 403 |
|
|
2019
Q4 | $1.36M | Sell |
102,622
-12,884
| -11% | -$184K | 0.12% | 197 |
|
|
2019
Q3 | $1.61M | Sell |
115,506
-22,990
| -17% | -$280K | 0.16% | 148 |
|
|
2019
Q2 | $1.51M | Buy |
138,496
+17,697
| +15% | +$185K | 0.17% | 131 |
|
|
2019
Q1 | $1.3M | Buy |
120,799
+90,148
| +294% | +$1.07M | 0.16% | 140 |
|
|
2018
Q4 | $410K | Buy |
30,651
+16,738
| +120% | +$230K | 0.06% | 355 |
|
|
2018
Q3 | $214K | Buy |
+13,913
| New | +$220K | 0.03% | 624 |
|
Other funds holding RTL
B. Riley Wealth Advisors's RTL Position: Q3 2023 in Review
B. Riley Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 76,182 shares — an estimated $515K sold.
B. Riley Wealth Advisors first reported a position in RTL in Q3 2018 and held it in 20 quarters. The position peaked at $1.61M in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.
- B. Riley Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
- B. Riley Wealth Advisors sold 76,182 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $515K.
- B. Riley Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 20 quarters.
- B. Riley Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $1.61M in Q3 2019.
- 3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.