BDO Wealth Advisors’s NNN REIT NNN Stock Holding History

BDO Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-89	Closed	-$4K	–	1100
2022 Q2	$4K	Hold	89	–	–	﹤0.01%	821
2022 Q1	$4K	Hold	89	–	–	﹤0.01%	859
2021 Q4	$4K	Hold	89	–	–	﹤0.01%	871
2021 Q3	$4K	Hold	89	–	–	﹤0.01%	876
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	910
2021 Q1	$4K	Hold	89	–	–	﹤0.01%	891
2020 Q4	$4K	Hold	89	–	–	﹤0.01%	672
2020 Q3	$3K	Buy	+89	New	+$3.18K	﹤0.01%	642

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's NNN Position: Q3 2022 in Review

BDO Wealth Advisors sold out of NNN REIT (NNN) in Q3 2022, closing a stake of 89 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in NNN in Q3 2020 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 413 funds tracked by Wall St. Rank hold NNN as of Q3 2022.

BDO Wealth Advisors reported no remaining NNN REIT position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 89 NNN REIT shares in Q3 2022, an estimated $4K.
BDO Wealth Advisors first reported a position in NNN REIT in Q3 2020 and held it in 8 quarters.
BDO Wealth Advisors's NNN REIT position peaked at $4K in Q2 2022.
413 funds tracked by Wall St. Rank held NNN REIT as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.