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Bridgewealth Advisory Group’s NNN REIT NNN Stock Holding History

Bridgewealth Advisory Group’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
2024
Q2 		– Sell
-5,228
Closed -$223K – 80
2024
Q1 		$223K Sell
5,228
-145
-3% -$6.03K 0.11% 70
2023
Q4 		$232K Buy
+5,373
New +$208K 0.18% 68
2023
Q3 		– Sell
-5,373
Closed -$230K – 65
2023
Q2 		$230K Hold
5,373
– – 0.37% 50
2023
Q1 		$237K Hold
5,373
– – 0.44% 46
2022
Q4 		$246K Buy
+5,373
New +$234K 0.48% 42

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewealth Advisory Group's NNN Position: Q2 2024 in Review

Bridgewealth Advisory Group sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 5,228 shares — an estimated $223K sold.

Bridgewealth Advisory Group first reported a position in NNN in Q4 2022 and held it in 5 quarters. The position peaked at $246K in Q4 2022. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Bridgewealth Advisory Group reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 5,228 NNN REIT shares in Q2 2024, an estimated $223K.
  • Bridgewealth Advisory Group first reported a position in NNN REIT in Q4 2022 and held it in 5 quarters.
  • Bridgewealth Advisory Group's NNN REIT position peaked at $246K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.