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Beaird Harris Wealth Management’s NNN REIT NNN Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Sell
-228
Closed -$10K – 534
2022
Q1 		$10K Hold
228
– – ﹤0.01% 324
2021
Q4 		$11K Buy
+228
New +$10.5K ﹤0.01% 392

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Beaird Harris Wealth Management's NNN Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of NNN REIT (NNN) in Q2 2022, closing a stake of 228 shares — an estimated $10K sold.

Beaird Harris Wealth Management first reported a position in NNN in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 418 funds tracked by Wall St. Rank hold NNN as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining NNN REIT position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 228 NNN REIT shares in Q2 2022, an estimated $10K.
  • Beaird Harris Wealth Management first reported a position in NNN REIT in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's NNN REIT position peaked at $11K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held NNN REIT as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.