Certified Advisory Corp’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-138	Closed	-$1K	–	780
2021 Q1	$1K	Buy	+138	New	+$1.2K	﹤0.01%	769
2020 Q2	$1K	Hold	138	–	–	﹤0.01%	749
2020 Q1	$1K	Sell	138 -342	-71%	-$3.81K	﹤0.01%	760
2019 Q4	$6K	Buy	480 +342	+248%	+$4.89K	﹤0.01%	654
2019 Q3	$2K	Hold	138	–	–	﹤0.01%	755
2019 Q2	$2K	Hold	138	–	–	﹤0.01%	761
2019 Q1	$1K	Sell	138 -2,294	-94%	-$27.3K	﹤0.01%	726
2018 Q4	$32K	Buy	2,432 +35	+1%	+$481	0.02%	342
2018 Q3	$37K	Buy	+2,397	New	+$37.9K	0.02%	333

Other funds holding RTL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Certified Advisory Corp's RTL Position: Q2 2021 in Review

Certified Advisory Corp sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2021, closing a stake of 138 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in RTL in Q3 2018 and held it in 9 quarters. The position peaked at $37K in Q3 2018. 236 funds tracked by Wall St. Rank hold RTL as of Q2 2021.

Certified Advisory Corp reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 138 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2021, an estimated $1K.
Certified Advisory Corp first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 9 quarters.
Certified Advisory Corp's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $37K in Q3 2018.
236 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.